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 | $7,107 | $30,400-76.6% | $53,898-86.8% | $84,808-91.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 17.10% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $448 | $603-25.8% | $932-52.0% | $2,631-83.0% |
| Participant deferral / active EE | $948 | $1,199-20.9% | $1,826-48.1% | $4,212-77.5% |
| Admin fee / account holder | $877 | $1,993-56.0% | $2,491-64.8% | $7,344-88.1% |