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 8-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 | $27,147 | $107,934-74.8% | $91,989-70.5% | $152,861-82.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.71% | 89.24%-60.5pp | 69.02%-40.3pp | 345.32%-316.6pp |
| Employer contribution / active EE | $9,029 | $4,210+114.5% | $3,452+161.6% | $4,762+89.6% |
| Participant deferral / active EE | $7,608 | $6,364+19.5% | $5,923+28.4% | $5,850+30.0% |
| Admin fee / account holder | $6,721 | $10,520-36.1% | $7,743-13.2% | $11,596-42.0% |