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 5-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 | $19,937 | $108,919-81.7% | $100,391-80.1% | $145,922-86.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 57.88%-47.7pp | 49.20%-39.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,652 | $4,419+5.3% | $3,942+18.0% | $4,660-0.2% |
| Participant deferral / active EE | $4,768 | $8,445-43.5% | $8,082-41.0% | $6,688-28.7% |
| Admin fee / account holder | $433 | $9,689-95.5% | $7,899-94.5% | $13,397-96.8% |