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 | $19,346 | $176,662-89.0% | $130,648-85.2% | $152,861-87.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.24% | 2692.24%-2675.0pp | 1708.96%-1691.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,471 | $5,742-74.4% | $4,092-64.0% | $4,762-69.1% |
| Participant deferral / active EE | $4,589 | $4,361+5.2% | $3,603+27.4% | $5,850-21.6% |
| Admin fee / account holder | $468 | $7,133-93.4% | $5,464-91.4% | $11,596-96.0% |