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 | $7,568 | $56,053-86.5% | $75,972-90.0% | $80,856-90.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 20.18% | 20.53%-0.4pp | 359.55%-339.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $486 | $1,874-74.1% | $2,685-81.9% | $2,755-82.4% |
| Participant deferral / active EE | $1,880 | $3,052-38.4% | $4,255-55.8% | $4,296-56.2% |
| Admin fee / account holder | $1,586 | $5,234-69.7% | $6,467-75.5% | $6,918-77.1% |