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 | $17,290 | $124,185-86.1% | $108,410-84.1% | $167,490-89.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 32.69% | 1379.64%-1346.9pp | 905.27%-872.6pp | 478.56%-445.9pp |
| Employer contribution / active EE | $3,065 | $4,187-26.8% | $3,558-13.9% | $4,837-36.6% |
| Participant deferral / active EE | $3,296 | $6,908-52.3% | $6,563-49.8% | $6,341-48.0% |
| Admin fee / account holder | $1,044 | $9,455-89.0% | $7,295-85.7% | $12,309-91.5% |