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 6-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 | $32,240 | $102,317-68.5% | $146,958-78.1% | $80,856-60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.50% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,233 | $3,713-12.9% | $4,933-34.5% | $2,755+17.3% |
| Participant deferral / active EE | $6,295 | $6,644-5.3% | $8,070-22.0% | $4,296+46.5% |
| Admin fee / account holder | $1,518 | $7,941-80.9% | $12,998-88.3% | $6,918-78.1% |