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 | $19,898 | $117,381-83.0% | $99,443-80.0% | $152,861-87.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.18% | 31.87%-10.7pp | 30.72%-9.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $455 | $3,013-84.9% | $2,540-82.1% | $4,762-90.4% |
| Participant deferral / active EE | $1,928 | $4,086-52.8% | $3,619-46.7% | $5,850-67.0% |
| Admin fee / account holder | $2,107 | $7,631-72.4% | $6,250-66.3% | $11,596-81.8% |