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 9-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 | $38,787 | $100,852-61.5% | $90,404-57.1% | $158,922-75.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.44% | 1724.20%-1703.8pp | 1293.02%-1272.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,132 | $3,689-42.2% | $3,262-34.7% | $4,761-55.2% |
| Participant deferral / active EE | $7,167 | $4,348+64.8% | $3,963+80.8% | $5,982+19.8% |
| Admin fee / account holder | $1,978 | $6,501-69.6% | $5,611-64.7% | $11,246-82.4% |