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 | $30,603 | $88,751-65.5% | $81,812-62.6% | $145,922-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.21% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,819 | $3,083-8.6% | $2,912-3.2% | $4,660-39.5% |
| Participant deferral / active EE | $12,136 | $4,643+161.4% | $4,319+181.0% | $6,688+81.5% |
| Admin fee / account holder | $2,853 | $8,415-66.1% | $7,386-61.4% | $13,397-78.7% |