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 | $22,353 | $165,335-86.5% | $149,696-85.1% | $158,922-85.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 120.92% | 348.15%-227.2pp | 276.60%-155.7pp | 302.83%-181.9pp |
| Employer contribution / active EE | $2,310 | $5,103-54.7% | $4,644-50.3% | $4,761-51.5% |
| Participant deferral / active EE | $3,109 | $7,181-56.7% | $6,842-54.6% | $5,982-48.0% |
| Admin fee / account holder | $840 | $10,807-92.2% | $9,309-91.0% | $11,246-92.5% |