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 8-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 | $5,524 | $70,606-92.2% | $53,898-89.8% | $142,382-96.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.40% | 619.81%-610.4pp | 528.60%-519.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $819 | $1,202-31.9% | $932-12.2% | $4,299-81.0% |
| Participant deferral / active EE | $2,338 | $2,364-1.1% | $1,826+28.0% | $6,507-64.1% |
| Admin fee / account holder | $24,036 | $2,852+742.9% | $2,491+865.0% | $12,624+90.4% |