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 5-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 | $12,896 | $169,032-92.4% | $129,207-90.0% | $145,922-91.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.98% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $942 | $5,537-83.0% | $4,153-77.3% | $4,660-79.8% |
| Participant deferral / active EE | $1,653 | $4,987-66.9% | $4,168-60.3% | $6,688-75.3% |
| Admin fee / account holder | $7,094 | $9,954-28.7% | $7,715-8.1% | $13,397-47.1% |