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 | $23,978 | $107,334-77.7% | $92,893-74.2% | $152,861-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.00% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $6,335 | $4,221+50.1% | $3,653+73.4% | $4,762+33.0% |
| Participant deferral / active EE | $7,918 | $4,845+63.4% | $4,236+86.9% | $5,850+35.3% |
| Admin fee / account holder | $2,299 | $7,079-67.5% | $5,794-60.3% | $11,596-80.2% |