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 | $20,266 | $115,882-82.5% | $100,516-79.8% | $158,922-87.2% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 257.15% | 34.79%+222.4pp | 30.89%+226.3pp | 302.83%-45.7pp |
| Employer contribution / active EE | $1,123 | $4,103-72.6% | $3,418-67.1% | $4,761-76.4% |
| Participant deferral / active EE | $4,123 | $6,674-38.2% | $6,270-34.2% | $5,982-31.1% |
| Admin fee / account holder | $2,660 | $10,995-75.8% | $8,081-67.1% | $11,246-76.3% |