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 | $25,044 | $85,202-70.6% | $172,739-85.5% | $72,985-65.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.64% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $6,564 | $3,324+97.4% | $5,143+27.6% | $2,440+169.0% |
| Participant deferral / active EE | $2,272 | $3,260-30.3% | $5,198-56.3% | $3,607-37.0% |
| Admin fee / account holder | $921 | $5,884-84.3% | $13,954-93.4% | $5,124-82.0% |