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 8-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 | $26,669 | $99,020-73.1% | $86,590-69.2% | $147,584-81.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 20.50% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $330 | $3,132-89.5% | $2,839-88.4% | $4,876-93.2% |
| Participant deferral / active EE | $3,304 | $3,972-16.8% | $3,609-8.4% | $5,439-39.2% |
| Admin fee / account holder | $18,666 | $5,710+226.9% | $4,906+280.5% | $10,885+71.5% |