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 | $16,608 | $109,817-84.9% | $98,442-83.1% | $167,490-90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.39% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $892 | $3,224-72.3% | $2,960-69.9% | $4,837-81.6% |
| Participant deferral / active EE | $3,366 | $4,673-28.0% | $4,276-21.3% | $6,341-46.9% |
| Admin fee / account holder | $2,237 | $6,753-66.9% | $5,949-62.4% | $12,309-81.8% |