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 6-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 | $30,666 | $70,756-56.7% | $65,493-53.2% | $142,382-78.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.23% | 1754.89%-1734.7pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,520 | $2,881-47.2% | $2,574-41.0% | $4,299-64.6% |
| Participant deferral / active EE | $2,926 | $4,637-36.9% | $3,961-26.1% | $6,507-55.0% |
| Admin fee / account holder | $426 | $6,559-93.5% | $5,028-91.5% | $12,624-96.6% |