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 3-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 | $13,744 | $104,974-86.9% | $95,585-85.6% | $142,382-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.60% | 210.33%-192.7pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,828 | $2,779+1.8% | $2,527+11.9% | $4,299-34.2% |
| Participant deferral / active EE | $3,852 | $4,352-11.5% | $4,023-4.2% | $6,507-40.8% |
| Admin fee / account holder | $4,321 | $6,386-32.3% | $6,127-29.5% | $12,624-65.8% |