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 | $21,362 | $106,584-80.0% | $101,326-78.9% | $142,382-85.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.25% | 36.93%-10.7pp | 36.82%-10.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,355 | $3,956-40.5% | $3,665-35.8% | $4,299-45.2% |
| Participant deferral / active EE | $5,637 | $8,297-32.1% | $7,994-29.5% | $6,507-13.4% |
| Admin fee / account holder | $589 | $11,446-94.9% | $11,185-94.7% | $12,624-95.3% |