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 | $34,766 | $109,817-68.3% | $98,442-64.7% | $167,490-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.53% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,556 | $3,224+41.3% | $2,960+53.9% | $4,837-5.8% |
| Participant deferral / active EE | $3,117 | $4,673-33.3% | $4,276-27.1% | $6,341-50.9% |
| Admin fee / account holder | $4,113 | $6,753-39.1% | $5,949-30.9% | $12,309-66.6% |