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 7-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 | $21,863 | $176,377-87.6% | $134,143-83.7% | $158,922-86.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 80.74% | 63.63%+17.1pp | 36.33%+44.4pp | 302.83%-222.1pp |
| Employer contribution / active EE | $747 | $5,040-85.2% | $3,704-79.8% | $4,761-84.3% |
| Participant deferral / active EE | $1,734 | $4,091-57.6% | $3,499-50.4% | $5,982-71.0% |
| Admin fee / account holder | $6,183 | $8,718-29.1% | $6,684-7.5% | $11,246-45.0% |