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 9-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 | $24,387 | $99,079-75.4% | $77,999-68.7% | $273,961-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.11% | 217.93%-208.8pp | 425.96%-416.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,714 | $3,308-48.2% | $2,470-30.6% | $4,869-64.8% |
| Participant deferral / active EE | $1,582 | $4,306-63.3% | $3,497-54.8% | $5,287-70.1% |
| Admin fee / account holder | $3,694 | $8,954-58.7% | $5,480-32.6% | $10,132-63.5% |