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 | $16,951 | $102,966-83.5% | $90,281-81.2% | $152,861-88.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.33% | 95.16%-80.8pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,625 | $3,139-16.4% | $2,854-8.0% | $4,762-44.9% |
| Participant deferral / active EE | $7,107 | $4,281+66.0% | $3,885+82.9% | $5,850+21.5% |
| Admin fee / account holder | $1,107 | $6,171-82.1% | $5,351-79.3% | $11,596-90.5% |