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 | $13,397 | $102,966-87.0% | $90,281-85.2% | $152,861-91.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 36.40% | 95.16%-58.8pp | 78.10%-41.7pp | 345.32%-308.9pp |
| Employer contribution / active EE | $3,703 | $3,139+18.0% | $2,854+29.7% | $4,762-22.2% |
| Participant deferral / active EE | $3,783 | $4,281-11.7% | $3,885-2.6% | $5,850-35.3% |
| Admin fee / account holder | $651 | $6,171-89.5% | $5,351-87.8% | $11,596-94.4% |