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 4-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 | $10,175 | $123,909-91.8% | $69,647-85.4% | $145,922-93.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.76% | 190.55%-180.8pp | 100.48%-90.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $453 | $2,682-83.1% | $1,712-73.5% | $4,660-90.3% |
| Participant deferral / active EE | $582 | $4,236-86.3% | $2,886-79.8% | $6,688-91.3% |
| Admin fee / account holder | $5,227 | $7,863-33.5% | $4,713+10.9% | $13,397-61.0% |