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 8-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 | $16,168 | $102,966-84.3% | $90,281-82.1% | $152,861-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.76% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,889 | $3,139-7.9% | $2,854+1.2% | $4,762-39.3% |
| Participant deferral / active EE | $10,344 | $4,281+141.6% | $3,885+166.2% | $5,850+76.8% |
| Admin fee / account holder | $1,013 | $6,171-83.6% | $5,351-81.1% | $11,596-91.3% |