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 | $19,345 | $97,044-80.1% | $83,333-76.8% | $135,375-85.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.00% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,449 | $4,143-65.0% | $3,379-57.1% | $4,779-69.7% |
| Participant deferral / active EE | $2,987 | $5,964-49.9% | $5,565-46.3% | $5,609-46.7% |
| Admin fee / account holder | $777 | $8,380-90.7% | $7,510-89.7% | $10,827-92.8% |