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 10-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 | $8,204 | $158,398-94.8% | $126,539-93.5% | $142,382-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 37.37% | 593.76%-556.4pp | 425.95%-388.6pp | 217.08%-179.7pp |
| Employer contribution / active EE | $2,363 | $4,650-49.2% | $3,674-35.7% | $4,299-45.0% |
| Participant deferral / active EE | $3,516 | $4,767-26.2% | $4,083-13.9% | $6,507-46.0% |
| Admin fee / account holder | $487 | $6,918-93.0% | $6,065-92.0% | $12,624-96.1% |