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 | $41,114 | $158,398-74.0% | $126,539-67.5% | $142,382-71.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.64% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,926 | $4,650-58.6% | $3,674-47.6% | $4,299-55.2% |
| Participant deferral / active EE | $2,392 | $4,767-49.8% | $4,083-41.4% | $6,507-63.2% |
| Admin fee / account holder | $60,766 | $6,918+778.4% | $6,065+902.0% | $12,624+381.4% |