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 | $28,242 | $81,625-65.4% | $58,482-51.7% | $139,434-79.7% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 18.08% | 7404.20%-7386.1pp | 4239.32%-4221.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $191 | $1,398-86.4% | $1,053-81.9% | $4,751-96.0% |
| Participant deferral / active EE | $2,792 | $2,557+9.2% | $1,924+45.1% | $6,710-58.4% |
| Admin fee / account holder | $452 | $3,265-86.2% | $2,516-82.0% | $11,403-96.0% |