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 9-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 | $27,310 | $157,256-82.6% | $141,162-80.7% | $152,861-82.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.73% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,943 | $5,261-63.1% | $4,735-59.0% | $4,762-59.2% |
| Participant deferral / active EE | $7,167 | $7,109+0.8% | $6,709+6.8% | $5,850+22.5% |
| Admin fee / account holder | $4,861 | $12,120-59.9% | $10,261-52.6% | $11,596-58.1% |