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 7-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 | $17,075 | $30,400-43.8% | $53,898-68.3% | $84,808-79.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 21.92% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,688 | $603+345.9% | $932+188.4% | $2,631+2.2% |
| Participant deferral / active EE | $2,668 | $1,199+122.6% | $1,826+46.1% | $4,212-36.6% |
| Admin fee / account holder | $525 | $1,993-73.7% | $2,491-78.9% | $7,344-92.9% |