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 3-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 | $28,005 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,744 | $5,313-29.5% | $4,672-19.9% | $4,660-19.6% |
| Participant deferral / active EE | $7,953 | $6,462+23.1% | $5,626+41.4% | $6,688+18.9% |
| Admin fee / account holder | $326 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |