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 | $17,293 | $158,398-89.1% | $126,539-86.3% | $142,382-87.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.51% | 593.76%-573.3pp | 425.95%-405.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,221 | $4,650-52.2% | $3,674-39.6% | $4,299-48.3% |
| Participant deferral / active EE | $4,278 | $4,767-10.3% | $4,083+4.8% | $6,507-34.3% |
| Admin fee / account holder | $305 | $6,918-95.6% | $6,065-95.0% | $12,624-97.6% |