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 | $11,467 | $70,606-83.8% | $53,898-78.7% | $142,382-91.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 7.33% | 619.81%-612.5pp | 528.60%-521.3pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,646 | $1,202+37.0% | $932+76.6% | $4,299-61.7% |
| Participant deferral / active EE | $3,269 | $2,364+38.3% | $1,826+79.0% | $6,507-49.8% |
| Admin fee / account holder | $13,426 | $2,852+370.8% | $2,491+439.0% | $12,624+6.4% |