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 | $9,971 | $114,381-91.3% | $107,525-90.7% | $142,382-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.40% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,250 | $4,015-68.9% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $8,369 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $1,077 | $9,860-89.1% | $8,919-87.9% | $12,624-91.5% |