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 | $16,559 | $35,949-53.9% | $88,538-81.3% | $65,185-74.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 68.7%+31.3pp | 70.2%+29.8pp |
| Annual return | 24.60% | 47.52%-22.9pp | 43.64%-19.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,521 | $1,047+45.3% | $2,098-27.5% | $2,177-30.1% |
| Participant deferral / active EE | $2,937 | $1,870+57.1% | $2,914+0.8% | $3,514-16.4% |
| Admin fee / account holder | $711 | $496+43.4% | $4,310-83.5% | $847-16.0% |