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 4-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 | $24,866 | $88,751-72.0% | $81,812-69.6% | $145,922-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.07% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,931 | $3,083-37.4% | $2,912-33.7% | $4,660-58.6% |
| Participant deferral / active EE | $4,958 | $4,643+6.8% | $4,319+14.8% | $6,688-25.9% |
| Admin fee / account holder | $754 | $8,415-91.0% | $7,386-89.8% | $13,397-94.4% |