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 7-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 | $17,123 | $102,616-83.3% | $81,983-79.1% | $158,922-89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.16% | 61.04%-50.9pp | 41.31%-31.1pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,842 | $3,240-43.1% | $2,498-26.3% | $4,761-61.3% |
| Participant deferral / active EE | $2,347 | $4,648-49.5% | $3,722-36.9% | $5,982-60.8% |
| Admin fee / account holder | $548 | $8,235-93.4% | $5,664-90.3% | $11,246-95.1% |