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 | $19,374 | $72,400-73.2% | $67,502-71.3% | $145,922-86.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 7182.46%-7166.4pp | 3512.12%-3496.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,199 | $3,069+4.2% | $2,731+17.1% | $4,660-31.3% |
| Participant deferral / active EE | $3,456 | $4,783-27.8% | $4,000-13.6% | $6,688-48.3% |
| Admin fee / account holder | $1,485 | $5,539-73.2% | $3,998-62.9% | $13,397-88.9% |