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 | $10,844 | $90,348-88.0% | $75,972-85.7% | $145,922-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.50% | 620.88%-605.4pp | 359.55%-344.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,501 | $3,311-24.5% | $2,685-6.9% | $4,660-46.3% |
| Participant deferral / active EE | $4,396 | $5,162-14.8% | $4,255+3.3% | $6,688-34.3% |
| Admin fee / account holder | $491 | $8,467-94.2% | $6,467-92.4% | $13,397-96.3% |