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 | $13,546 | $88,751-84.7% | $81,812-83.4% | $145,922-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,573 | $3,083-16.5% | $2,912-11.6% | $4,660-44.8% |
| Participant deferral / active EE | $4,939 | $4,643+6.4% | $4,319+14.4% | $6,688-26.2% |
| Admin fee / account holder | $833 | $8,415-90.1% | $7,386-88.7% | $13,397-93.8% |