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 | $28,710 | $100,773-71.5% | $88,946-67.7% | $142,382-79.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.21% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,128 | $2,918+41.5% | $2,555+61.6% | $4,299-4.0% |
| Participant deferral / active EE | $8,194 | $5,230+56.7% | $4,581+78.9% | $6,507+25.9% |
| Admin fee / account holder | $14,828 | $9,693+53.0% | $8,261+79.5% | $12,624+17.5% |