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 | $48,279 | $72,400-33.3% | $67,502-28.5% | $145,922-66.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.43% | 7182.46%-7168.0pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $908 | $3,069-70.4% | $2,731-66.7% | $4,660-80.5% |
| Participant deferral / active EE | $7,007 | $4,783+46.5% | $4,000+75.2% | $6,688+4.8% |
| Admin fee / account holder | $1,071 | $5,539-80.7% | $3,998-73.2% | $13,397-92.0% |