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 7-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 | $15,564 | $81,248-80.8% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.04% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,431 | $3,100-21.6% | $4,672-48.0% | $2,755-11.8% |
| Participant deferral / active EE | $4,288 | $3,452+24.2% | $5,626-23.8% | $4,296-0.2% |
| Admin fee / account holder | $1,056 | $7,997-86.8% | $15,912-93.4% | $6,918-84.7% |