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 6-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 | $31,179 | $111,724-72.1% | $93,606-66.7% | $145,922-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.20% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,121 | $3,090-63.7% | $2,420-53.7% | $4,660-75.9% |
| Participant deferral / active EE | $3,539 | $4,912-27.9% | $4,411-19.8% | $6,688-47.1% |
| Admin fee / account holder | $36,072 | $10,250+251.9% | $8,285+335.4% | $13,397+169.3% |