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 | $18,696 | $107,334-82.6% | $92,893-79.9% | $152,861-87.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 46.75% | 145.58%-98.8pp | 109.41%-62.7pp | 345.32%-298.6pp |
| Employer contribution / active EE | $4,654 | $4,221+10.3% | $3,653+27.4% | $4,762-2.3% |
| Participant deferral / active EE | $9,422 | $4,845+94.5% | $4,236+122.4% | $5,850+61.1% |
| Admin fee / account holder | $477 | $7,079-93.3% | $5,794-91.8% | $11,596-95.9% |