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 4-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 | $15,804 | $56,053-71.8% | $75,972-79.2% | $80,856-80.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.34% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,924 | $1,874+2.7% | $2,685-28.3% | $2,755-30.1% |
| Participant deferral / active EE | $5,752 | $3,052+88.5% | $4,255+35.2% | $4,296+33.9% |
| Admin fee / account holder | $600 | $5,234-88.5% | $6,467-90.7% | $6,918-91.3% |