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 | $15,151 | $56,114-73.0% | $96,139-84.2% | $85,850-82.4% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.1pp | 69.3%+23.3pp |
| Annual return | 13.25% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,814 | $1,620+73.7% | $2,797+0.6% | $2,565+9.7% |
| Participant deferral / active EE | $2,210 | $2,859-22.7% | $4,349-49.2% | $3,952-44.1% |
| Admin fee / account holder | $574 | $3,768-84.8% | $5,537-89.6% | $6,260-90.8% |