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 | $8,580 | $52,380-83.6% | $98,755-91.3% | $85,850-90.0% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 21.18% | 25.82%-4.6pp | 49.91%-28.7pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,404 | $1,337+5.0% | $2,067-32.1% | $2,565-45.3% |
| Participant deferral / active EE | $1,833 | $2,101-12.8% | $3,035-39.6% | $3,952-53.6% |
| Admin fee / account holder | $954 | $3,865-75.3% | $4,076-76.6% | $6,260-84.8% |