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 5-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 | $21,692 | $210,648-89.7% | $177,989-87.8% | $145,922-85.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.21% | 385.86%-376.6pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,836 | $4,565-37.9% | $3,949-28.2% | $4,660-39.1% |
| Participant deferral / active EE | $6,762 | $6,958-2.8% | $6,276+7.7% | $6,688+1.1% |
| Admin fee / account holder | $412 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |