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 10-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 | $14,330 | $85,006-83.1% | $76,190-81.2% | $145,922-90.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 24.33% | 13.11%+11.2pp | 13.78%+10.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,175 | $5,265-39.7% | $4,578-30.6% | $4,660-31.9% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,633 | $5,760-71.7% | $5,123-68.1% | $13,397-87.8% |