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 | $14,458 | $74,888-80.7% | $71,209-79.7% | $142,382-89.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.97% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,022 | $2,854-64.2% | $2,721-62.4% | $4,299-76.2% |
| Participant deferral / active EE | $1,685 | $4,454-62.2% | $4,175-59.6% | $6,507-74.1% |
| Admin fee / account holder | $605 | $5,568-89.1% | $5,349-88.7% | $12,624-95.2% |