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 | $12,825 | $104,974-87.8% | $95,585-86.6% | $142,382-91.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.72% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $777 | $2,779-72.0% | $2,527-69.2% | $4,299-81.9% |
| Participant deferral / active EE | $2,591 | $4,352-40.5% | $4,023-35.6% | $6,507-60.2% |
| Admin fee / account holder | $1,069 | $6,386-83.3% | $6,127-82.6% | $12,624-91.5% |