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 | $21,926 | $55,415-60.4% | $155,509-85.9% | $74,495-70.6% |
| Participation rate | 91.3% | 61.9%+29.4pp | 78.2%+13.2pp | 67.2%+24.1pp |
| Annual return | 16.50% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,497 | $2,267+54.3% | $4,672-25.1% | $2,623+33.3% |
| Participant deferral / active EE | $2,643 | $2,836-6.8% | $5,626-53.0% | $4,346-39.2% |
| Admin fee / account holder | $2,989 | $1,738+71.9% | $15,912-81.2% | $1,942+53.9% |