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 | $32,259 | $111,724-71.1% | $93,606-65.5% | $145,922-77.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.65% | 202.98%-183.3pp | 133.20%-113.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,319 | $3,090-24.9% | $2,420-4.2% | $4,660-50.2% |
| Participant deferral / active EE | $4,443 | $4,912-9.6% | $4,411+0.7% | $6,688-33.6% |
| Admin fee / account holder | $2,092 | $10,250-79.6% | $8,285-74.7% | $13,397-84.4% |