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 | $36,296 | $100,852-64.0% | $90,404-59.9% | $158,922-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.52% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,100 | $3,689-43.1% | $3,262-35.6% | $4,761-55.9% |
| Participant deferral / active EE | $5,200 | $4,348+19.6% | $3,963+31.2% | $5,982-13.1% |
| Admin fee / account holder | $7,167 | $6,501+10.2% | $5,611+27.7% | $11,246-36.3% |