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 3-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 | $18,320 | $106,584-82.8% | $101,326-81.9% | $142,382-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.49% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,099 | $3,956-21.7% | $3,665-15.4% | $4,299-27.9% |
| Participant deferral / active EE | $5,869 | $8,297-29.3% | $7,994-26.6% | $6,507-9.8% |
| Admin fee / account holder | $2,030 | $11,446-82.3% | $11,185-81.9% | $12,624-83.9% |