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 | $18,261 | $169,032-89.2% | $129,207-85.9% | $145,922-87.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.67% | 14330.11%-14308.4pp | 9417.33%-9395.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $5,133 | $5,537-7.3% | $4,153+23.6% | $4,660+10.2% |
| Participant deferral / active EE | $8,928 | $4,987+79.0% | $4,168+114.2% | $6,688+33.5% |
| Admin fee / account holder | $633 | $9,954-93.6% | $7,715-91.8% | $13,397-95.3% |