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 6-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 | $10,819 | $74,888-85.6% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 38.84% | 345.14%-306.3pp | 282.51%-243.7pp | 217.08%-178.2pp |
| Employer contribution / active EE | $2,803 | $2,854-1.8% | $2,721+3.0% | $4,299-34.8% |
| Participant deferral / active EE | $3,436 | $4,454-22.9% | $4,175-17.7% | $6,507-47.2% |
| Admin fee / account holder | $2,193 | $5,568-60.6% | $5,349-59.0% | $12,624-82.6% |