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 | $12,768 | $96,635-86.8% | $86,612-85.3% | $139,434-90.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.90% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,244 | $3,263-31.2% | $3,022-25.8% | $4,751-52.8% |
| Participant deferral / active EE | $3,756 | $4,836-22.3% | $4,438-15.4% | $6,710-44.0% |
| Admin fee / account holder | $7,296 | $6,408+13.9% | $5,614+30.0% | $11,403-36.0% |