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 9-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 | $14,287 | $74,888-80.9% | $71,209-79.9% | $142,382-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.16% | 345.14%-315.0pp | 282.51%-252.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $7,665 | $2,854+168.5% | $2,721+181.7% | $4,299+78.3% |
| Participant deferral / active EE | $12,199 | $4,454+173.9% | $4,175+192.2% | $6,507+87.5% |
| Admin fee / account holder | $4,450 | $5,568-20.1% | $5,349-16.8% | $12,624-64.7% |