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 | $11,631 | $109,327-89.4% | $89,391-87.0% | $158,922-92.7% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 49.30% | 345.68%-296.4pp | 245.62%-196.3pp | 302.83%-253.5pp |
| Employer contribution / active EE | $2,333 | $3,170-26.4% | $2,586-9.8% | $4,761-51.0% |
| Participant deferral / active EE | $4,718 | $4,598+2.6% | $3,890+21.3% | $5,982-21.1% |
| Admin fee / account holder | $535 | $6,153-91.3% | $4,881-89.0% | $11,246-95.2% |