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 | $28,002 | $106,890-73.8% | $84,015-66.7% | $152,861-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 43.31% | 104.99%-61.7pp | 71.31%-28.0pp | 345.32%-302.0pp |
| Employer contribution / active EE | $1,122 | $2,734-59.0% | $1,983-43.5% | $4,762-76.5% |
| Participant deferral / active EE | $4,624 | $4,011+15.3% | $3,239+42.8% | $5,850-21.0% |
| Admin fee / account holder | $325 | $8,285-96.1% | $6,101-94.7% | $11,596-97.2% |