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 | $12,097 | $78,988-84.7% | - | $273,961-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 4.05% | 18.48%-14.4pp | - | 41.45%-37.4pp |
| Employer contribution / active EE | $2,404 | $4,066-40.9% | - | $4,869-50.6% |
| Participant deferral / active EE | $1,370 | $3,397-59.7% | - | $5,287-74.1% |
| Admin fee / account holder | $9,471 | $13,270-28.6% | - | $10,132-6.5% |