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 | $11,902 | $88,751-86.6% | $81,812-85.5% | $145,922-91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.18% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,824 | $3,083-8.4% | $2,912-3.0% | $4,660-39.4% |
| Participant deferral / active EE | $4,969 | $4,643+7.0% | $4,319+15.1% | $6,688-25.7% |
| Admin fee / account holder | $991 | $8,415-88.2% | $7,386-86.6% | $13,397-92.6% |