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 | $24,126 | $109,982-78.1% | $97,226-75.2% | $145,922-83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.19% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,375 | $3,084-55.4% | $2,729-49.6% | $4,660-70.5% |
| Participant deferral / active EE | $2,645 | $4,676-43.4% | $4,264-38.0% | $6,688-60.5% |
| Admin fee / account holder | $1,905 | $6,221-69.4% | $5,654-66.3% | $13,397-85.8% |