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 | $18,945 | $114,381-83.4% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.91% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,768 | $4,015-56.0% | $3,754-52.9% | $4,299-58.9% |
| Participant deferral / active EE | $2,769 | $5,564-50.2% | $5,116-45.9% | $6,507-57.4% |
| Admin fee / account holder | $1,119 | $9,860-88.6% | $8,919-87.4% | $12,624-91.1% |