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 8-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 | $17,551 | $118,450-85.2% | $98,439-82.2% | $139,434-87.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,803 | $3,609-50.0% | $3,048-40.8% | $4,751-62.0% |
| Participant deferral / active EE | $1,810 | $5,392-66.4% | $4,738-61.8% | $6,710-73.0% |
| Admin fee / account holder | $756 | $14,026-94.6% | $8,948-91.6% | $11,403-93.4% |