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 | $11,113 | $102,966-89.2% | $90,281-87.7% | $152,861-92.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 18.05% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,600 | $3,139-49.0% | $2,854-44.0% | $4,762-66.4% |
| Participant deferral / active EE | $1,161 | $4,281-72.9% | $3,885-70.1% | $5,850-80.2% |
| Admin fee / account holder | $4,344 | $6,171-29.6% | $5,351-18.8% | $11,596-62.5% |