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 6-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 | $35,427 | $150,187-76.4% | $120,354-70.6% | $145,922-75.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 154.07%-139.0pp | 107.15%-92.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,323 | $4,348-69.6% | $3,463-61.8% | $4,660-71.6% |
| Participant deferral / active EE | $3,506 | $6,173-43.2% | $4,991-29.7% | $6,688-47.6% |
| Admin fee / account holder | $4,358 | $12,207-64.3% | $9,423-53.7% | $13,397-67.5% |