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 | $11,173 | $74,888-85.1% | $71,209-84.3% | $142,382-92.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,111 | $2,854-61.1% | $2,721-59.2% | $4,299-74.1% |
| Participant deferral / active EE | $614 | $4,454-86.2% | $4,175-85.3% | $6,507-90.6% |
| Admin fee / account holder | $997 | $5,568-82.1% | $5,349-81.4% | $12,624-92.1% |