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 | $27,469 | $100,852-72.8% | $90,404-69.6% | $158,922-82.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.27% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,585 | $3,689-57.0% | $3,262-51.4% | $4,761-66.7% |
| Participant deferral / active EE | $6,099 | $4,348+40.3% | $3,963+53.9% | $5,982+2.0% |
| Admin fee / account holder | $403 | $6,501-93.8% | $5,611-92.8% | $11,246-96.4% |