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 | $48,207 | $109,817-56.1% | $98,442-51.0% | $167,490-71.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.19% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,226 | $3,224-31.0% | $2,960-24.8% | $4,837-54.0% |
| Participant deferral / active EE | $8,409 | $4,673+79.9% | $4,276+96.6% | $6,341+32.6% |
| Admin fee / account holder | $527 | $6,753-92.2% | $5,949-91.1% | $12,309-95.7% |