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 | $9,692 | $76,738-87.4% | $56,411-82.8% | $145,922-93.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 2994.23%-2987.5pp | 1701.33%-1694.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,079 | $1,380-21.8% | $1,039+3.9% | $4,660-76.8% |
| Participant deferral / active EE | $1,166 | $2,623-55.5% | $1,952-40.2% | $6,688-82.6% |
| Admin fee / account holder | $5,660 | $3,334+69.8% | $2,829+100.1% | $13,397-57.8% |