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 | $26,906 | $70,756-62.0% | $65,493-58.9% | $142,382-81.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.22% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,885 | $2,881-34.6% | $2,574-26.8% | $4,299-56.2% |
| Participant deferral / active EE | $2,004 | $4,637-56.8% | $3,961-49.4% | $6,507-69.2% |
| Admin fee / account holder | $1,855 | $6,559-71.7% | $5,028-63.1% | $12,624-85.3% |