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 4-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 | $11,618 | $88,751-86.9% | $81,812-85.8% | $145,922-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.90% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,544 | $3,083-17.5% | $2,912-12.6% | $4,660-45.4% |
| Participant deferral / active EE | $3,424 | $4,643-26.3% | $4,319-20.7% | $6,688-48.8% |
| Admin fee / account holder | $2,541 | $8,415-69.8% | $7,386-65.6% | $13,397-81.0% |