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 5-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 | $11,397 | $109,817-89.6% | $98,442-88.4% | $167,490-93.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.45% | 1956.69%-1936.2pp | 1492.73%-1472.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,220 | $3,224-62.1% | $2,960-58.8% | $4,837-74.8% |
| Participant deferral / active EE | $3,126 | $4,673-33.1% | $4,276-26.9% | $6,341-50.7% |
| Admin fee / account holder | $1,627 | $6,753-75.9% | $5,949-72.7% | $12,309-86.8% |