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 | $17,119 | $104,974-83.7% | $95,585-82.1% | $142,382-88.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.11% | 210.33%-199.2pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,301 | $2,779-53.2% | $2,527-48.5% | $4,299-69.7% |
| Participant deferral / active EE | $2,055 | $4,352-52.8% | $4,023-48.9% | $6,507-68.4% |
| Admin fee / account holder | $396 | $6,386-93.8% | $6,127-93.5% | $12,624-96.9% |