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 6-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 | $19,583 | $100,773-80.6% | $88,946-78.0% | $142,382-86.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.39% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,462 | $2,918-49.9% | $2,555-42.8% | $4,299-66.0% |
| Participant deferral / active EE | $1,462 | $5,230-72.0% | $4,581-68.1% | $6,507-77.5% |
| Admin fee / account holder | $7,412 | $9,693-23.5% | $8,261-10.3% | $12,624-41.3% |