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 7-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 | $27,389 | $107,334-74.5% | $92,893-70.5% | $152,861-82.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 38.06% | 145.58%-107.5pp | 109.41%-71.4pp | 345.32%-307.3pp |
| Employer contribution / active EE | $6,320 | $4,221+49.7% | $3,653+73.0% | $4,762+32.7% |
| Participant deferral / active EE | $2,793 | $4,845-42.3% | $4,236-34.1% | $5,850-52.3% |
| Admin fee / account holder | $1,048 | $7,079-85.2% | $5,794-81.9% | $11,596-91.0% |