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 3-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 | $13,141 | $114,047-88.5% | $96,139-86.3% | $167,490-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.49% | 189.88%-171.4pp | 191.94%-173.5pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,420 | $3,427-58.6% | $2,797-49.2% | $4,837-70.7% |
| Participant deferral / active EE | $7,299 | $5,194+40.5% | $4,349+67.8% | $6,341+15.1% |
| Admin fee / account holder | $1,566 | $6,897-77.3% | $5,537-71.7% | $12,309-87.3% |