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 8-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 | $16,693 | $127,264-86.9% | $109,895-84.8% | $167,490-90.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.37% | 22.97%-10.6pp | 29.45%-17.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,857 | $3,322+16.1% | $2,842+35.7% | $4,837-20.3% |
| Participant deferral / active EE | $2,691 | $4,514-40.4% | $4,048-33.5% | $6,341-57.6% |
| Admin fee / account holder | $429 | $7,114-94.0% | $6,066-92.9% | $12,309-96.5% |