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 | $20,652 | $58,512-64.7% | $84,015-75.4% | $72,985-71.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 61.34% | 28.93%+32.4pp | 71.31%-10.0pp | 81.00%-19.7pp |
| Employer contribution / active EE | $1,975 | $1,163+69.9% | $1,983-0.4% | $2,440-19.0% |
| Participant deferral / active EE | $4,984 | $2,394+108.2% | $3,239+53.9% | $3,607+38.2% |
| Admin fee / account holder | $964 | $4,569-78.9% | $6,101-84.2% | $5,124-81.2% |