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 | $16,843 | $115,770-85.5% | $101,248-83.4% | $158,922-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.11% | 56.14%-32.0pp | 46.47%-22.4pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,464 | $4,175-41.0% | $3,660-32.7% | $4,761-48.2% |
| Participant deferral / active EE | $3,588 | $4,957-27.6% | $4,370-17.9% | $5,982-40.0% |
| Admin fee / account holder | $336 | $7,245-95.4% | $5,945-94.4% | $11,246-97.0% |