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 | $16,670 | $96,635-82.7% | $86,612-80.8% | $139,434-88.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.41% | 106.41%-75.0pp | 591.07%-559.7pp | 372.94%-341.5pp |
| Employer contribution / active EE | $3,204 | $3,263-1.8% | $3,022+6.0% | $4,751-32.6% |
| Participant deferral / active EE | $5,154 | $4,836+6.6% | $4,438+16.1% | $6,710-23.2% |
| Admin fee / account holder | $1,013 | $6,408-84.2% | $5,614-82.0% | $11,403-91.1% |