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 | $52,418 | $90,348-42.0% | $75,972-31.0% | $145,922-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.30% | 620.88%-608.6pp | 359.55%-347.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $900 | $3,311-72.8% | $2,685-66.5% | $4,660-80.7% |
| Participant deferral / active EE | $3,000 | $5,162-41.9% | $4,255-29.5% | $6,688-55.1% |
| Admin fee / account holder | $10,905 | $8,467+28.8% | $6,467+68.6% | $13,397-18.6% |