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 | $9,504 | $70,606-86.5% | $53,898-82.4% | $142,382-93.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.13% | 619.81%-609.7pp | 528.60%-518.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $842 | $1,202-30.0% | $932-9.7% | $4,299-80.4% |
| Participant deferral / active EE | $1,909 | $2,364-19.2% | $1,826+4.5% | $6,507-70.7% |
| Admin fee / account holder | $1,145 | $2,852-59.9% | $2,491-54.0% | $12,624-90.9% |