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 | $9,198 | $37,426-75.4% | $77,482-88.1% | $79,858-88.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 35.61% | 39.70%-4.1pp | 54.79%-19.2pp | 31.71%+3.9pp |
| Employer contribution / active EE | $1,013 | $637+59.2% | $986+2.7% | $2,471-59.0% |
| Participant deferral / active EE | $2,002 | $1,260+58.9% | $1,861+7.6% | $3,740-46.5% |
| Admin fee / account holder | $443 | $2,504-82.3% | $2,858-84.5% | $5,306-91.6% |