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 | $22,402 | $159,901-86.0% | $146,958-84.8% | $145,922-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.98% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $5,225 | $5,286-1.2% | $4,933+5.9% | $4,660+12.1% |
| Participant deferral / active EE | $9,898 | $8,428+17.4% | $8,070+22.7% | $6,688+48.0% |
| Admin fee / account holder | $1,414 | $15,044-90.6% | $12,998-89.1% | $13,397-89.4% |