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 | $19,927 | $104,907-81.0% | $84,611-76.4% | $152,861-87.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.71% | 373.79%-346.1pp | 258.74%-231.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,321 | $3,302+0.6% | $2,652+25.2% | $4,762-30.3% |
| Participant deferral / active EE | $6,131 | $4,688+30.8% | $3,899+57.3% | $5,850+4.8% |
| Admin fee / account holder | $711 | $6,241-88.6% | $4,912-85.5% | $11,596-93.9% |