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 10-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 | $11,764 | $100,852-88.3% | $90,404-87.0% | $158,922-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.04% | 1724.20%-1718.2pp | 1293.02%-1287.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $5,265 | $3,689+42.7% | $3,262+61.4% | $4,761+10.6% |
| Participant deferral / active EE | $7,816 | $4,348+79.8% | $3,963+97.2% | $5,982+30.7% |
| Admin fee / account holder | $50,529 | $6,501+677.2% | $5,611+800.6% | $11,246+349.3% |