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 | $14,798 | $158,398-90.7% | $126,539-88.3% | $142,382-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.84% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,028 | $4,650-77.9% | $3,674-72.0% | $4,299-76.1% |
| Participant deferral / active EE | $6,983 | $4,767+46.5% | $4,083+71.0% | $6,507+7.3% |
| Admin fee / account holder | $460 | $6,918-93.3% | $6,065-92.4% | $12,624-96.4% |