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 8-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 | $9,110 | $58,208-84.3% | $81,812-88.9% | $80,856-88.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.03% | 41.66%-26.6pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $964 | $2,340-58.8% | $2,912-66.9% | $2,755-65.0% |
| Participant deferral / active EE | $1,491 | $3,281-54.6% | $4,319-65.5% | $4,296-65.3% |
| Admin fee / account holder | $371 | $4,981-92.5% | $7,386-95.0% | $6,918-94.6% |