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 | $32,270 | $209,832-84.6% | $189,513-83.0% | $167,490-80.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.12% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,717 | $6,914-31.8% | $6,162-23.4% | $4,837-2.5% |
| Participant deferral / active EE | $9,464 | $8,935+5.9% | $8,221+15.1% | $6,341+49.2% |
| Admin fee / account holder | $2,242 | $14,293-84.3% | $12,045-81.4% | $12,309-81.8% |