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 | $14,935 | $96,635-84.5% | $86,612-82.8% | $139,434-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.74% | 106.41%-92.7pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,196 | $3,263+59.2% | $3,022+71.9% | $4,751+9.4% |
| Participant deferral / active EE | $22,594 | $4,836+367.2% | $4,438+409.1% | $6,710+236.7% |
| Admin fee / account holder | $815 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |