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 4-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 | $12,542 | $96,635-87.0% | $86,612-85.5% | $139,434-91.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.91% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,423 | $3,263-25.7% | $3,022-19.8% | $4,751-49.0% |
| Participant deferral / active EE | $4,079 | $4,836-15.7% | $4,438-8.1% | $6,710-39.2% |
| Admin fee / account holder | $2,293 | $6,408-64.2% | $5,614-59.2% | $11,403-79.9% |