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 | $55,665 | $76,738-27.5% | $56,411-1.3% | $145,922-61.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.77% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,351 | $1,380-2.1% | $1,039+30.0% | $4,660-71.0% |
| Participant deferral / active EE | $3,619 | $2,623+38.0% | $1,952+85.4% | $6,688-45.9% |
| Admin fee / account holder | $1,001 | $3,334-70.0% | $2,829-64.6% | $13,397-92.5% |