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 | $15,803 | $102,966-84.7% | $90,281-82.5% | $152,861-89.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 907.77% | 95.16%+812.6pp | 78.10%+829.7pp | 345.32%+562.5pp |
| Employer contribution / active EE | $1,643 | $3,139-47.6% | $2,854-42.4% | $4,762-65.5% |
| Participant deferral / active EE | $2,421 | $4,281-43.4% | $3,885-37.7% | $5,850-58.6% |
| Admin fee / account holder | $1,266 | $6,171-79.5% | $5,351-76.3% | $11,596-89.1% |