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 | $8,796 | $70,756-87.6% | $65,493-86.6% | $142,382-93.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 28.52% | 1754.89%-1726.4pp | 982.45%-953.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,889 | $2,881+0.3% | $2,574+12.2% | $4,299-32.8% |
| Participant deferral / active EE | $4,061 | $4,637-12.4% | $3,961+2.5% | $6,507-37.6% |
| Admin fee / account holder | $1,084 | $6,559-83.5% | $5,028-78.4% | $12,624-91.4% |