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 7-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 | $14,946 | $114,381-86.9% | $107,525-86.1% | $142,382-89.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,094 | $4,015-72.7% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,773 | $5,564-68.1% | $5,116-65.3% | $6,507-72.8% |
| Admin fee / account holder | $392 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |