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 | $13,980 | $70,606-80.2% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.57% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $714 | $1,202-40.6% | $932-23.4% | $4,299-83.4% |
| Participant deferral / active EE | $2,639 | $2,364+11.6% | $1,826+44.5% | $6,507-59.4% |
| Admin fee / account holder | $369 | $2,852-87.1% | $2,491-85.2% | $12,624-97.1% |