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 | $5,079 | $88,751-94.3% | $81,812-93.8% | $145,922-96.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,270 | $3,083+168.2% | $2,912+184.0% | $4,660+77.5% |
| Participant deferral / active EE | $4,207 | $4,643-9.4% | $4,319-2.6% | $6,688-37.1% |
| Admin fee / account holder | $2,094 | $8,415-75.1% | $7,386-71.7% | $13,397-84.4% |