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 10-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 | $21,620 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.05% | 79.19%-50.1pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,195 | $5,243-58.1% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $3,778 | $8,100-53.4% | $7,758-51.3% | $6,710-43.7% |
| Admin fee / account holder | $390 | $12,400-96.9% | $10,762-96.4% | $11,403-96.6% |