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 9-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 | $15,048 | $90,600-83.4% | $79,464-81.1% | $135,375-88.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.89% | 977.43%-971.5pp | 718.14%-712.2pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,350 | $3,068-56.0% | $2,800-51.8% | $4,779-71.8% |
| Participant deferral / active EE | $1,799 | $4,050-55.6% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $1,648 | $5,907-72.1% | $5,113-67.8% | $10,827-84.8% |