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 | $22,801 | $100,852-77.4% | $90,404-74.8% | $158,922-85.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.64% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,918 | $3,689+60.5% | $3,262+81.4% | $4,761+24.3% |
| Participant deferral / active EE | $6,025 | $4,348+38.6% | $3,963+52.0% | $5,982+0.7% |
| Admin fee / account holder | $374 | $6,501-94.2% | $5,611-93.3% | $11,246-96.7% |