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 | $14,324 | $109,327-86.9% | $89,391-84.0% | $158,922-91.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.99% | 345.68%-313.7pp | 245.62%-213.6pp | 302.83%-270.8pp |
| Employer contribution / active EE | $3,795 | $3,170+19.7% | $2,586+46.8% | $4,761-20.3% |
| Participant deferral / active EE | $13,114 | $4,598+185.2% | $3,890+237.1% | $5,982+119.2% |
| Admin fee / account holder | $3,859 | $6,153-37.3% | $4,881-20.9% | $11,246-65.7% |