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 3-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 | $13,314 | $158,398-91.6% | $126,539-89.5% | $142,382-90.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.04% | 593.76%-565.7pp | 425.95%-397.9pp | 217.08%-189.0pp |
| Employer contribution / active EE | $3,797 | $4,650-18.3% | $3,674+3.4% | $4,299-11.7% |
| Participant deferral / active EE | $3,481 | $4,767-27.0% | $4,083-14.7% | $6,507-46.5% |
| Admin fee / account holder | $1,147 | $6,918-83.4% | $6,065-81.1% | $12,624-90.9% |