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 9-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 | $37,999 | $70,606-46.2% | $53,898-29.5% | $142,382-73.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.70% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,157 | $1,202+245.8% | $932+346.0% | $4,299-3.3% |
| Participant deferral / active EE | $4,157 | $2,364+75.8% | $1,826+127.6% | $6,507-36.1% |
| Admin fee / account holder | $3,001 | $2,852+5.2% | $2,491+20.5% | $12,624-76.2% |