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 | $18,337 | $96,484-81.0% | $75,886-75.8% | $152,861-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.64% | 33.98%-11.3pp | 30.76%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,481 | $3,309-55.3% | $2,500-40.8% | $4,762-68.9% |
| Participant deferral / active EE | $1,964 | $4,553-56.9% | $3,603-45.5% | $5,850-66.4% |
| Admin fee / account holder | $1,449 | $8,078-82.1% | $5,418-73.3% | $11,596-87.5% |