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 9-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 | $24,636 | $156,846-84.3% | $121,098-79.7% | $139,434-82.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 14.27% | 1474.56%-1460.3pp | 985.75%-971.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,298 | $5,536-76.6% | $4,164-68.8% | $4,751-72.7% |
| Participant deferral / active EE | $1,696 | $4,844-65.0% | $4,080-58.4% | $6,710-74.7% |
| Admin fee / account holder | $328 | $6,946-95.3% | $5,644-94.2% | $11,403-97.1% |