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 | $15,184 | $39,019-61.1% | $80,716-81.2% | $85,850-82.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 65.71% | 26.27%+39.4pp | 87.28%-21.6pp | 318.53%-252.8pp |
| Employer contribution / active EE | $1,242 | $722+72.0% | $1,160+7.0% | $2,565-51.6% |
| Participant deferral / active EE | $2,279 | $1,326+71.9% | $2,146+6.2% | $3,952-42.3% |
| Admin fee / account holder | $348 | $2,431-85.7% | $3,380-89.7% | $6,260-94.4% |