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 | $7,869 | $96,635-91.9% | $86,612-90.9% | $139,434-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.81% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,892 | $3,263-42.0% | $3,022-37.4% | $4,751-60.2% |
| Participant deferral / active EE | $3,065 | $4,836-36.6% | $4,438-30.9% | $6,710-54.3% |
| Admin fee / account holder | $319 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |