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 9-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 | $27,538 | $117,381-76.5% | $99,443-72.3% | $152,861-82.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.08% | 31.87%-6.8pp | 30.72%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,312 | $3,013-56.5% | $2,540-48.3% | $4,762-72.5% |
| Participant deferral / active EE | $8,258 | $4,086+102.1% | $3,619+128.2% | $5,850+41.2% |
| Admin fee / account holder | $2,850 | $7,631-62.6% | $6,250-54.4% | $11,596-75.4% |