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 | $9,081 | $158,398-94.3% | $126,539-92.8% | $142,382-93.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.81% | 593.76%-574.0pp | 425.95%-406.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,995 | $4,650+7.4% | $3,674+35.9% | $4,299+16.2% |
| Participant deferral / active EE | $9,097 | $4,767+90.8% | $4,083+122.8% | $6,507+39.8% |
| Admin fee / account holder | $29,892 | $6,918+332.1% | $6,065+392.9% | $12,624+136.8% |