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 10-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 | $54,257 | $100,852-46.2% | $90,404-40.0% | $158,922-65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.26% | 1724.20%-1705.9pp | 1293.02%-1274.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,856 | $3,689-49.7% | $3,262-43.1% | $4,761-61.0% |
| Participant deferral / active EE | $7,482 | $4,348+72.1% | $3,963+88.8% | $5,982+25.1% |
| Admin fee / account holder | $652 | $6,501-90.0% | $5,611-88.4% | $11,246-94.2% |