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 | $12,289 | $74,888-83.6% | $71,209-82.7% | $142,382-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.48% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,616 | $2,854-8.3% | $2,721-3.8% | $4,299-39.1% |
| Participant deferral / active EE | $4,480 | $4,454+0.6% | $4,175+7.3% | $6,507-31.2% |
| Admin fee / account holder | $1,647 | $5,568-70.4% | $5,349-69.2% | $12,624-86.9% |