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 3-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 | $14,912 | $111,724-86.7% | $93,606-84.1% | $145,922-89.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.53% | 202.98%-190.4pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,375 | $3,090-55.5% | $2,420-43.2% | $4,660-70.5% |
| Participant deferral / active EE | $6,406 | $4,912+30.4% | $4,411+45.2% | $6,688-4.2% |
| Admin fee / account holder | $1,629 | $10,250-84.1% | $8,285-80.3% | $13,397-87.8% |