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 8-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 | $41,669 | $109,817-62.1% | $98,442-57.7% | $167,490-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.67% | 1956.69%-1945.0pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,086 | $3,224-35.3% | $2,960-29.5% | $4,837-56.9% |
| Participant deferral / active EE | $8,260 | $4,673+76.8% | $4,276+93.2% | $6,341+30.3% |
| Admin fee / account holder | $828 | $6,753-87.7% | $5,949-86.1% | $12,309-93.3% |