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 | $21,498 | $111,754-80.8% | $103,333-79.2% | $145,922-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,595 | $4,212+32.8% | $3,868+44.6% | $4,660+20.1% |
| Participant deferral / active EE | $2,894 | $5,619-48.5% | $5,057-42.8% | $6,688-56.7% |
| Admin fee / account holder | $354 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |