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 | $10,108 | $100,773-90.0% | $88,946-88.6% | $142,382-92.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 30.44% | 70.18%-39.7pp | 57.82%-27.4pp | 217.08%-186.6pp |
| Employer contribution / active EE | $1,265 | $2,918-56.6% | $2,555-50.5% | $4,299-70.6% |
| Participant deferral / active EE | $2,590 | $5,230-50.5% | $4,581-43.5% | $6,507-60.2% |
| Admin fee / account holder | $1,386 | $9,693-85.7% | $8,261-83.2% | $12,624-89.0% |