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 | $18,956 | $158,398-88.0% | $126,539-85.0% | $142,382-86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.29% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,439 | $4,650-47.6% | $3,674-33.6% | $4,299-43.3% |
| Participant deferral / active EE | $8,044 | $4,767+68.8% | $4,083+97.0% | $6,507+23.6% |
| Admin fee / account holder | $313 | $6,918-95.5% | $6,065-94.8% | $12,624-97.5% |