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 | $47,918 | $96,305-50.2% | $80,569-40.5% | $139,434-65.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.84% | 1350.08%-1331.2pp | 935.43%-916.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,989 | $3,262-39.0% | $2,723-27.0% | $4,751-58.1% |
| Participant deferral / active EE | $4,969 | $5,232-5.0% | $4,447+11.7% | $6,710-25.9% |
| Admin fee / account holder | $1,847 | $6,599-72.0% | $5,377-65.7% | $11,403-83.8% |