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 | $11,935 | $100,852-88.2% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.65% | 1724.20%-1711.5pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,355 | $3,689-36.2% | $3,262-27.8% | $4,761-50.5% |
| Participant deferral / active EE | $4,135 | $4,348-4.9% | $3,963+4.3% | $5,982-30.9% |
| Admin fee / account holder | $1,074 | $6,501-83.5% | $5,611-80.9% | $11,246-90.5% |