See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,599 | $112,096-74.5% | $95,952-70.2% | $158,922-82.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.26% | 171.09%-141.8pp | 91.61%-62.4pp | 302.83%-273.6pp |
| Employer contribution / active EE | $3,926 | $3,198+22.8% | $2,541+54.5% | $4,761-17.5% |
| Participant deferral / active EE | $8,460 | $4,784+76.8% | $4,167+103.0% | $5,982+41.4% |
| Admin fee / account holder | $444 | $10,130-95.6% | $6,795-93.5% | $11,246-96.0% |