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 6-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 | $23,212 | $100,773-77.0% | $88,946-73.9% | $142,382-83.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.53% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,209 | $2,918-24.3% | $2,555-13.5% | $4,299-48.6% |
| Participant deferral / active EE | $4,940 | $5,230-5.6% | $4,581+7.8% | $6,507-24.1% |
| Admin fee / account holder | $332 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |