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 | $8,088 | $99,877-91.9% | $84,966-90.5% | $145,922-94.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.28% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,494 | $3,231-22.8% | $2,727-8.6% | $4,660-46.5% |
| Participant deferral / active EE | $1,311 | $5,291-75.2% | $4,519-71.0% | $6,688-80.4% |
| Admin fee / account holder | $1,567 | $7,248-78.4% | $6,149-74.5% | $13,397-88.3% |