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 | $24,531 | $210,648-88.4% | $177,989-86.2% | $145,922-83.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.15% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,137 | $4,565-75.1% | $3,949-71.2% | $4,660-75.6% |
| Participant deferral / active EE | $1,518 | $6,958-78.2% | $6,276-75.8% | $6,688-77.3% |
| Admin fee / account holder | $541 | $12,013-95.5% | $10,363-94.8% | $13,397-96.0% |