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 | $17,283 | $127,264-86.4% | $109,895-84.3% | $167,490-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.54% | 22.97%-9.4pp | 29.45%-15.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,677 | $3,322-49.5% | $2,842-41.0% | $4,837-65.3% |
| Participant deferral / active EE | $4,784 | $4,514+6.0% | $4,048+18.2% | $6,341-24.6% |
| Admin fee / account holder | $481 | $7,114-93.2% | $6,066-92.1% | $12,309-96.1% |