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 | $7,152 | $88,751-91.9% | $81,812-91.3% | $145,922-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.46% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $671 | $3,083-78.3% | $2,912-77.0% | $4,660-85.6% |
| Participant deferral / active EE | $1,435 | $4,643-69.1% | $4,319-66.8% | $6,688-78.5% |
| Admin fee / account holder | $454 | $8,415-94.6% | $7,386-93.9% | $13,397-96.6% |