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 | $7,329 | $96,635-92.4% | $86,612-91.5% | $139,434-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.16% | 106.41%-95.3pp | 591.07%-579.9pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,400 | $3,263+4.2% | $3,022+12.5% | $4,751-28.4% |
| Participant deferral / active EE | $5,068 | $4,836+4.8% | $4,438+14.2% | $6,710-24.5% |
| Admin fee / account holder | $8,928 | $6,408+39.3% | $5,614+59.0% | $11,403-21.7% |