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 | $12,374 | $158,398-92.2% | $126,539-90.2% | $142,382-91.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.64% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $396 | $4,650-91.5% | $3,674-89.2% | $4,299-90.8% |
| Participant deferral / active EE | $576 | $4,767-87.9% | $4,083-85.9% | $6,507-91.1% |
| Admin fee / account holder | $1,974 | $6,918-71.5% | $6,065-67.5% | $12,624-84.4% |