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 | $9,906 | $69,207-85.7% | $64,056-84.5% | $139,434-92.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.74% | 45.88%-33.1pp | 33.69%-21.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,095 | $3,182-65.6% | $2,747-60.1% | $4,751-77.0% |
| Participant deferral / active EE | $1,778 | $4,682-62.0% | $3,880-54.2% | $6,710-73.5% |
| Admin fee / account holder | $2,642 | $4,244-37.7% | $3,068-13.9% | $11,403-76.8% |