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 4-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 | $19,758 | $177,572-88.9% | $154,803-87.2% | $142,382-86.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.56% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,912 | $4,810+126.8% | $4,305+153.4% | $4,299+153.8% |
| Participant deferral / active EE | $7,198 | $6,272+14.8% | $5,540+29.9% | $6,507+10.6% |
| Admin fee / account holder | $5,607 | $16,786-66.6% | $14,329-60.9% | $12,624-55.6% |