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 | $18,199 | $108,642-83.2% | $74,701-75.6% | $152,861-88.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.01% | 114.06%-99.1pp | 752.92%-737.9pp | 345.32%-330.3pp |
| Employer contribution / active EE | $595 | $1,503-60.4% | $1,084-45.1% | $4,762-87.5% |
| Participant deferral / active EE | $671 | $2,712-75.3% | $1,964-65.8% | $5,850-88.5% |
| Admin fee / account holder | $356 | $4,902-92.7% | $3,333-89.3% | $11,596-96.9% |