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 | $12,898 | $71,829-82.0% | $69,780-81.5% | $142,382-90.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 16.67% | 31.01%-14.3pp | 26.31%-9.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,245 | $4,385-71.6% | $4,168-70.1% | $4,299-71.0% |
| Participant deferral / active EE | $1,316 | $6,819-80.7% | $6,164-78.6% | $6,507-79.8% |
| Admin fee / account holder | $3,226 | $7,818-58.7% | $7,285-55.7% | $12,624-74.4% |