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 | $9,016 | $56,053-83.9% | $75,972-88.1% | $80,856-88.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 19.63% | 20.53%-0.9pp | 359.55%-339.9pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,042 | $1,874+9.0% | $2,685-23.9% | $2,755-25.9% |
| Participant deferral / active EE | $1,586 | $3,052-48.0% | $4,255-62.7% | $4,296-63.1% |
| Admin fee / account holder | $514 | $5,234-90.2% | $6,467-92.1% | $6,918-92.6% |