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 | $20,242 | $114,381-82.3% | $107,525-81.2% | $142,382-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.28% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,574 | $4,015-35.9% | $3,754-31.4% | $4,299-40.1% |
| Participant deferral / active EE | $4,863 | $5,564-12.6% | $5,116-4.9% | $6,507-25.3% |
| Admin fee / account holder | $1,577 | $9,860-84.0% | $8,919-82.3% | $12,624-87.5% |