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 | $17,232 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.11% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,086 | $4,221-50.6% | $3,653-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $4,168 | $4,845-14.0% | $4,236-1.6% | $5,850-28.8% |
| Admin fee / account holder | $690 | $7,079-90.3% | $5,794-88.1% | $11,596-94.1% |