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 | $20,323 | $99,877-79.7% | $84,966-76.1% | $145,922-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 83.76%-68.7pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,319 | $3,231-59.2% | $2,727-51.6% | $4,660-71.7% |
| Participant deferral / active EE | $5,547 | $5,291+4.8% | $4,519+22.7% | $6,688-17.1% |
| Admin fee / account holder | $347 | $7,248-95.2% | $6,149-94.4% | $13,397-97.4% |