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 | $38,927 | $102,317-62.0% | $146,958-73.5% | $80,856-51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.70% | 134.76%-113.1pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $5,469 | $3,713+47.3% | $4,933+10.9% | $2,755+98.5% |
| Participant deferral / active EE | $6,797 | $6,644+2.3% | $8,070-15.8% | $4,296+58.2% |
| Admin fee / account holder | $2,355 | $7,941-70.3% | $12,998-81.9% | $6,918-66.0% |