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 | $16,078 | $114,047-85.9% | $96,139-83.3% | $167,490-90.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 30.83% | 189.88%-159.1pp | 191.94%-161.1pp | 478.56%-447.7pp |
| Employer contribution / active EE | $3,376 | $3,427-1.5% | $2,797+20.7% | $4,837-30.2% |
| Participant deferral / active EE | $6,849 | $5,194+31.9% | $4,349+57.5% | $6,341+8.0% |
| Admin fee / account holder | $1,247 | $6,897-81.9% | $5,537-77.5% | $12,309-89.9% |