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 | $21,036 | $159,602-86.8% | $150,045-86.0% | $142,382-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.02% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,920 | $4,961-41.1% | $4,693-37.8% | $4,299-32.1% |
| Participant deferral / active EE | $10,384 | $8,310+25.0% | $7,997+29.8% | $6,507+59.6% |
| Admin fee / account holder | $2,615 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |