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 | $14,925 | $177,572-91.6% | $154,803-90.4% | $142,382-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.25% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,372 | $4,810-71.5% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,191 | $6,272-65.1% | $5,540-60.4% | $6,507-66.3% |
| Admin fee / account holder | $2,800 | $16,786-83.3% | $14,329-80.5% | $12,624-77.8% |