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 | $22,559 | $157,256-85.7% | $141,162-84.0% | $152,861-85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 49.41% | 64.32%-14.9pp | 71.39%-22.0pp | 345.32%-295.9pp |
| Employer contribution / active EE | $3,742 | $5,261-28.9% | $4,735-21.0% | $4,762-21.4% |
| Participant deferral / active EE | $12,996 | $7,109+82.8% | $6,709+93.7% | $5,850+122.1% |
| Admin fee / account holder | $543 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |