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 6-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 | $13,257 | $70,606-81.2% | $53,898-75.4% | $142,382-90.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.03% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,171 | $1,202+80.6% | $932+132.9% | $4,299-49.5% |
| Participant deferral / active EE | $3,701 | $2,364+56.5% | $1,826+102.6% | $6,507-43.1% |
| Admin fee / account holder | $485 | $2,852-83.0% | $2,491-80.5% | $12,624-96.2% |