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 | $20,378 | $100,773-79.8% | $88,946-77.1% | $142,382-85.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.84% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,534 | $2,918-13.1% | $2,555-0.8% | $4,299-41.0% |
| Participant deferral / active EE | $4,322 | $5,230-17.4% | $4,581-5.7% | $6,507-33.6% |
| Admin fee / account holder | $357 | $9,693-96.3% | $8,261-95.7% | $12,624-97.2% |