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 3-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 | $11,713 | $70,756-83.4% | $65,493-82.1% | $142,382-91.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.78% | 1754.89%-1728.1pp | 982.45%-955.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,139 | $2,881-60.5% | $2,574-55.7% | $4,299-73.5% |
| Participant deferral / active EE | $874 | $4,637-81.2% | $3,961-77.9% | $6,507-86.6% |
| Admin fee / account holder | $691 | $6,559-89.5% | $5,028-86.3% | $12,624-94.5% |