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 | $15,814 | $81,632-80.6% | $70,449-77.6% | $158,922-90.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.99% | 208.40%-189.4pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,337 | $3,217-27.4% | $2,737-14.6% | $4,761-50.9% |
| Participant deferral / active EE | $3,200 | $4,554-29.7% | $3,709-13.7% | $5,982-46.5% |
| Admin fee / account holder | $453 | $6,193-92.7% | $3,845-88.2% | $11,246-96.0% |