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 4-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 | $18,001 | $105,126-82.9% | $94,646-81.0% | $139,434-87.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 45.01% | 38.03%+7.0pp | 156.71%-111.7pp | 372.94%-327.9pp |
| Employer contribution / active EE | $5,081 | $4,106+23.8% | $3,672+38.4% | $4,751+7.0% |
| Participant deferral / active EE | $5,081 | $7,599-33.1% | $7,418-31.5% | $6,710-24.3% |
| Admin fee / account holder | $2,016 | $8,984-77.6% | $7,231-72.1% | $11,403-82.3% |