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 | $16,788 | $111,754-85.0% | $103,333-83.8% | $145,922-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,112 | $4,212-26.1% | $3,868-19.5% | $4,660-33.2% |
| Participant deferral / active EE | $2,745 | $5,619-51.2% | $5,057-45.7% | $6,688-59.0% |
| Admin fee / account holder | $423 | $9,750-95.7% | $8,355-94.9% | $13,397-96.8% |