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 | $12,009 | $111,724-89.3% | $93,606-87.2% | $145,922-91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.64% | 202.98%-191.3pp | 133.20%-121.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,250 | $3,090-59.5% | $2,420-48.3% | $4,660-73.2% |
| Participant deferral / active EE | $1,643 | $4,912-66.6% | $4,411-62.8% | $6,688-75.4% |
| Admin fee / account holder | $411 | $10,250-96.0% | $8,285-95.0% | $13,397-96.9% |