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 7-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 | $16,796 | $114,237-85.3% | $119,258-85.9% | $167,490-90.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.32% | 29.87%-10.6pp | 30.69%-11.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,716 | $4,481-17.1% | $4,384-15.2% | $4,837-23.2% |
| Participant deferral / active EE | $4,861 | $6,084-20.1% | $6,111-20.5% | $6,341-23.3% |
| Admin fee / account holder | $939 | $8,932-89.5% | $7,226-87.0% | $12,309-92.4% |