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 | $16,653 | $121,625-86.3% | $104,607-84.1% | $158,922-89.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.31% | 465.26%-453.0pp | 340.46%-328.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,070 | $3,163-34.6% | $2,681-22.8% | $4,761-56.5% |
| Participant deferral / active EE | $2,920 | $4,177-30.1% | $3,740-21.9% | $5,982-51.2% |
| Admin fee / account holder | $8,444 | $7,787+8.4% | $6,473+30.4% | $11,246-24.9% |