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 | $16,456 | $73,515-77.6% | $62,995-73.9% | $147,584-88.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.03% | 175.43%-159.4pp | 87.57%-71.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $942 | $3,320-71.6% | $2,759-65.8% | $4,876-80.7% |
| Participant deferral / active EE | $1,068 | $4,185-74.5% | $3,329-67.9% | $5,439-80.4% |
| Admin fee / account holder | $648 | $5,953-89.1% | $3,600-82.0% | $10,885-94.0% |