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 6-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 | $55,847 | $124,185-55.0% | $108,410-48.5% | $167,490-66.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.98% | 1379.64%-1368.7pp | 905.27%-894.3pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,412 | $4,187-66.3% | $3,558-60.3% | $4,837-70.8% |
| Participant deferral / active EE | $12,950 | $6,908+87.4% | $6,563+97.3% | $6,341+104.2% |
| Admin fee / account holder | $31,074 | $9,455+228.7% | $7,295+326.0% | $12,309+152.4% |