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 | $19,060 | $99,877-80.9% | $84,966-77.6% | $145,922-86.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,576 | $3,231-51.2% | $2,727-42.2% | $4,660-66.2% |
| Participant deferral / active EE | $3,692 | $5,291-30.2% | $4,519-18.3% | $6,688-44.8% |
| Admin fee / account holder | $734 | $7,248-89.9% | $6,149-88.1% | $13,397-94.5% |