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 7-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 | $15,553 | $56,114-72.3% | $96,139-83.8% | $85,850-81.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 14.18% | 42.30%-28.1pp | 191.94%-177.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $711 | $1,620-56.1% | $2,797-74.6% | $2,565-72.3% |
| Participant deferral / active EE | $884 | $2,859-69.1% | $4,349-79.7% | $3,952-77.6% |
| Admin fee / account holder | $1,391 | $3,768-63.1% | $5,537-74.9% | $6,260-77.8% |