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 | $20,727 | $108,919-81.0% | $100,391-79.4% | $145,922-85.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.00% | 57.88%-35.9pp | 49.20%-27.2pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,896 | $4,419-34.5% | $3,942-26.5% | $4,660-37.9% |
| Participant deferral / active EE | $9,048 | $8,445+7.1% | $8,082+12.0% | $6,688+35.3% |
| Admin fee / account holder | $380 | $9,689-96.1% | $7,899-95.2% | $13,397-97.2% |