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 | $15,095 | $158,398-90.5% | $126,539-88.1% | $142,382-89.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.96% | 593.76%-571.8pp | 425.95%-404.0pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,838 | $4,650-60.5% | $3,674-50.0% | $4,299-57.2% |
| Participant deferral / active EE | $4,900 | $4,767+2.8% | $4,083+20.0% | $6,507-24.7% |
| Admin fee / account holder | $871 | $6,918-87.4% | $6,065-85.6% | $12,624-93.1% |