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 4-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 | $10,173 | $99,877-89.8% | $84,966-88.0% | $145,922-93.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.19% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,000 | $3,231-38.1% | $2,727-26.6% | $4,660-57.1% |
| Participant deferral / active EE | $2,218 | $5,291-58.1% | $4,519-50.9% | $6,688-66.8% |
| Admin fee / account holder | $3,158 | $7,248-56.4% | $6,149-48.6% | $13,397-76.4% |