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 6-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 | $24,249 | $150,187-83.9% | $120,354-79.9% | $145,922-83.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.19% | 154.07%-143.9pp | 107.15%-97.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,892 | $4,348-33.5% | $3,463-16.5% | $4,660-37.9% |
| Participant deferral / active EE | $3,762 | $6,173-39.0% | $4,991-24.6% | $6,688-43.7% |
| Admin fee / account holder | $615 | $12,207-95.0% | $9,423-93.5% | $13,397-95.4% |