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 4-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 | $22,813 | $110,257-79.3% | $96,544-76.4% | $139,434-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $12,803 | $3,620+253.7% | $2,965+331.8% | $4,751+169.5% |
| Participant deferral / active EE | $8,689 | $5,548+56.6% | $4,851+79.1% | $6,710+29.5% |
| Admin fee / account holder | $938 | $11,591-91.9% | $8,252-88.6% | $11,403-91.8% |