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 | $15,765 | $99,877-84.2% | $84,966-81.4% | $145,922-89.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.91% | 83.76%-56.8pp | 66.38%-39.5pp | 561.29%-534.4pp |
| Employer contribution / active EE | $1,795 | $3,231-44.5% | $2,727-34.2% | $4,660-61.5% |
| Participant deferral / active EE | $6,700 | $5,291+26.6% | $4,519+48.2% | $6,688+0.2% |
| Admin fee / account holder | $554 | $7,248-92.4% | $6,149-91.0% | $13,397-95.9% |