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 | $11,817 | $105,931-88.8% | $81,930-85.6% | $158,922-92.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 36.25% | 38.17%-1.9pp | 29.49%+6.8pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,810 | $7,800-76.8% | $4,310-58.0% | $4,761-62.0% |
| Participant deferral / active EE | $3,583 | $13,003-72.4% | $7,107-49.6% | $5,982-40.1% |
| Admin fee / account holder | $506 | $8,489-94.0% | $5,158-90.2% | $11,246-95.5% |