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 | $7,850 | $96,635-91.9% | $86,612-90.9% | $139,434-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 37.88% | 106.41%-68.5pp | 591.07%-553.2pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,997 | $3,263-38.8% | $3,022-33.9% | $4,751-58.0% |
| Participant deferral / active EE | $6,090 | $4,836+25.9% | $4,438+37.2% | $6,710-9.2% |
| Admin fee / account holder | $1,281 | $6,408-80.0% | $5,614-77.2% | $11,403-88.8% |