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 | $15,510 | $102,966-84.9% | $90,281-82.8% | $152,861-89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.13% | 95.16%-62.0pp | 78.10%-45.0pp | 345.32%-312.2pp |
| Employer contribution / active EE | $3,520 | $3,139+12.2% | $2,854+23.3% | $4,762-26.1% |
| Participant deferral / active EE | $8,803 | $4,281+105.6% | $3,885+126.6% | $5,850+50.5% |
| Admin fee / account holder | $919 | $6,171-85.1% | $5,351-82.8% | $11,596-92.1% |