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 | $15,063 | $99,640-84.9% | $86,436-82.6% | $134,475-88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.92% | 6782.58%-6776.7pp | 4394.89%-4389.0pp | 417.96%-412.0pp |
| Employer contribution / active EE | $3,534 | $4,400-19.7% | $3,769-6.2% | $4,740-25.4% |
| Participant deferral / active EE | $6,216 | $7,246-14.2% | $6,952-10.6% | $6,400-2.9% |
| Admin fee / account holder | $1,911 | $8,371-77.2% | $6,731-71.6% | $11,426-83.3% |