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 10-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 | $13,187 | $73,515-82.1% | $62,995-79.1% | $147,584-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.43%-162.3pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,432 | $3,320-56.9% | $2,759-48.1% | $4,876-70.6% |
| Participant deferral / active EE | $1,516 | $4,185-63.8% | $3,329-54.5% | $5,439-72.1% |
| Admin fee / account holder | $5,781 | $5,953-2.9% | $3,600+60.6% | $10,885-46.9% |