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 | $21,176 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.32% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,874 | $4,961-62.2% | $4,693-60.1% | $4,299-56.4% |
| Participant deferral / active EE | $2,793 | $8,310-66.4% | $7,997-65.1% | $6,507-57.1% |
| Admin fee / account holder | $931 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |