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 | $26,342 | $88,594-70.3% | $70,092-62.4% | $134,475-80.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 26.43% | 442.67%-416.2pp | 190.73%-164.3pp | 417.96%-391.5pp |
| Employer contribution / active EE | $4,660 | $3,233+44.2% | $2,559+82.1% | $4,740-1.7% |
| Participant deferral / active EE | $9,605 | $4,772+101.3% | $3,849+149.6% | $6,400+50.1% |
| Admin fee / account holder | $7,663 | $10,441-26.6% | $6,267+22.3% | $11,426-32.9% |