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 | $66,724 | $100,852-33.8% | $90,404-26.2% | $158,922-58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.38% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,748 | $3,689-52.6% | $3,262-46.4% | $4,761-63.3% |
| Participant deferral / active EE | $13,370 | $4,348+207.5% | $3,963+237.3% | $5,982+123.5% |
| Admin fee / account holder | $1,370 | $6,501-78.9% | $5,611-75.6% | $11,246-87.8% |