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 5-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 | $10,991 | $96,635-88.6% | $86,612-87.3% | $139,434-92.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.17% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,339 | $3,263+33.0% | $3,022+43.5% | $4,751-8.7% |
| Participant deferral / active EE | $4,908 | $4,836+1.5% | $4,438+10.6% | $6,710-26.9% |
| Admin fee / account holder | $18,604 | $6,408+190.3% | $5,614+231.4% | $11,403+63.2% |