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 | $10,998 | $111,754-90.2% | $103,333-89.4% | $145,922-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,338 | $4,212-68.2% | $3,868-65.4% | $4,660-71.3% |
| Participant deferral / active EE | $2,200 | $5,619-60.8% | $5,057-56.5% | $6,688-67.1% |
| Admin fee / account holder | $882 | $9,750-91.0% | $8,355-89.4% | $13,397-93.4% |