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 9-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 | $9,724 | $88,751-89.0% | $81,812-88.1% | $145,922-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $827 | $3,083-73.2% | $2,912-71.6% | $4,660-82.3% |
| Participant deferral / active EE | $1,436 | $4,643-69.1% | $4,319-66.8% | $6,688-78.5% |
| Admin fee / account holder | $1,759 | $8,415-79.1% | $7,386-76.2% | $13,397-86.9% |