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 7-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 | $30,769 | $159,901-80.8% | $146,958-79.1% | $145,922-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,681 | $5,286-68.2% | $4,933-65.9% | $4,660-63.9% |
| Participant deferral / active EE | $6,748 | $8,428-19.9% | $8,070-16.4% | $6,688+0.9% |
| Admin fee / account holder | $2,900 | $15,044-80.7% | $12,998-77.7% | $13,397-78.4% |