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 5-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 | $11,757 | $74,888-84.3% | $71,209-83.5% | $142,382-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.31% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,703 | $2,854-5.3% | $2,721-0.7% | $4,299-37.1% |
| Participant deferral / active EE | $3,238 | $4,454-27.3% | $4,175-22.4% | $6,507-50.2% |
| Admin fee / account holder | $2,500 | $5,568-55.1% | $5,349-53.3% | $12,624-80.2% |