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 | $18,068 | $76,738-76.5% | $56,411-68.0% | $145,922-87.6% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 9.17% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $707 | $1,380-48.8% | $1,039-31.9% | $4,660-84.8% |
| Participant deferral / active EE | $1,198 | $2,623-54.3% | $1,952-38.6% | $6,688-82.1% |
| Admin fee / account holder | $4,690 | $3,334+40.7% | $2,829+65.8% | $13,397-65.0% |