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 | $27,350 | $126,574-78.4% | $106,213-74.3% | $145,922-81.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.68% | 224.79%-207.1pp | 116.14%-98.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,712 | $3,730+26.3% | $3,171+48.6% | $4,660+1.1% |
| Participant deferral / active EE | $10,403 | $5,724+81.8% | $5,016+107.4% | $6,688+55.6% |
| Admin fee / account holder | $403 | $17,304-97.7% | $11,033-96.3% | $13,397-97.0% |