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 7-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 | $19,559 | $95,561-79.5% | $77,163-74.7% | $139,434-86.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.95% | 54.92%-34.0pp | 37.87%-16.9pp | 372.94%-352.0pp |
| Employer contribution / active EE | $819 | $3,147-74.0% | $2,535-67.7% | $4,751-82.8% |
| Participant deferral / active EE | $1,632 | $4,624-64.7% | $3,833-57.4% | $6,710-75.7% |
| Admin fee / account holder | $512 | $8,295-93.8% | $5,472-90.6% | $11,403-95.5% |