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 | $16,787 | $69,518-75.9% | $59,878-72.0% | $135,375-87.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 53.05% | 7.94%+45.1pp | 3.46%+49.6pp | 519.73%-466.7pp |
| Employer contribution / active EE | $6,245 | $3,235+93.1% | $2,722+129.5% | $4,779+30.7% |
| Participant deferral / active EE | $2,573 | $4,206-38.8% | $3,402-24.4% | $5,609-54.1% |
| Admin fee / account holder | $980 | $5,734-82.9% | $3,590-72.7% | $10,827-90.9% |