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 | $23,065 | $81,632-71.7% | $70,449-67.3% | $158,922-85.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.12% | 208.40%-184.3pp | 109.03%-84.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $7,740 | $3,217+140.6% | $2,737+182.8% | $4,761+62.6% |
| Participant deferral / active EE | $6,540 | $4,554+43.6% | $3,709+76.4% | $5,982+9.3% |
| Admin fee / account holder | $392 | $6,193-93.7% | $3,845-89.8% | $11,246-96.5% |