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 | $15,440 | $109,327-85.9% | $89,391-82.7% | $158,922-90.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.09% | 345.68%-335.6pp | 245.62%-235.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,657 | $3,170-47.7% | $2,586-35.9% | $4,761-65.2% |
| Participant deferral / active EE | $2,471 | $4,598-46.3% | $3,890-36.5% | $5,982-58.7% |
| Admin fee / account holder | $7,693 | $6,153+25.0% | $4,881+57.6% | $11,246-31.6% |