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 | $71,000 | $97,757-27.4% | $83,848-15.3% | $135,375-47.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.44% | 1287.37%-1283.9pp | 850.88%-847.4pp | 519.73%-516.3pp |
| Employer contribution / active EE | $1,297 | $4,222-69.3% | $3,631-64.3% | $4,779-72.9% |
| Participant deferral / active EE | $2,043 | $4,682-56.4% | $4,082-49.9% | $5,609-63.6% |
| Admin fee / account holder | $560 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |