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 9-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 | $22,202 | $159,901-86.1% | $146,958-84.9% | $145,922-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,020 | $5,286-61.8% | $4,933-59.1% | $4,660-56.7% |
| Participant deferral / active EE | $2,864 | $8,428-66.0% | $8,070-64.5% | $6,688-57.2% |
| Admin fee / account holder | $5,006 | $15,044-66.7% | $12,998-61.5% | $13,397-62.6% |