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 4-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 | $11,146 | $77,899-85.7% | $149,673-92.6% | $75,163-85.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 64.10% | 31.72%+32.4pp | 134.42%-70.3pp | 160.62%-96.5pp |
| Employer contribution / active EE | $775 | $3,137-75.3% | $4,818-83.9% | $2,670-71.0% |
| Participant deferral / active EE | $6,005 | $3,411+76.1% | $5,680+5.7% | $4,125+45.6% |
| Admin fee / account holder | $718 | $5,956-87.9% | $13,210-94.6% | $5,651-87.3% |