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 3-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 | $9,275 | $99,877-90.7% | $84,966-89.1% | $145,922-93.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 31.54% | 83.76%-52.2pp | 66.38%-34.8pp | 561.29%-529.7pp |
| Employer contribution / active EE | $1,378 | $3,231-57.4% | $2,727-49.5% | $4,660-70.4% |
| Participant deferral / active EE | $13,323 | $5,291+151.8% | $4,519+194.8% | $6,688+99.2% |
| Admin fee / account holder | $5,271 | $7,248-27.3% | $6,149-14.3% | $13,397-60.7% |