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 | $9,591 | $85,022-88.7% | $70,515-86.4% | $139,434-93.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.87% | 30.38%-19.5pp | 32.77%-21.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,268 | $3,909-67.6% | $2,973-57.4% | $4,751-73.3% |
| Participant deferral / active EE | $2,635 | $5,890-55.3% | $4,567-42.3% | $6,710-60.7% |
| Admin fee / account holder | $1,262 | $8,906-85.8% | $6,412-80.3% | $11,403-88.9% |