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 9-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 | $27,914 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.41% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,975 | $5,261-62.5% | $4,735-58.3% | $4,762-58.5% |
| Participant deferral / active EE | $7,465 | $7,109+5.0% | $6,709+11.3% | $5,850+27.6% |
| Admin fee / account holder | $1,983 | $12,120-83.6% | $10,261-80.7% | $11,596-82.9% |