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 6-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 | $18,945 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,436 | $4,961-71.0% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $6,024 | $8,310-27.5% | $7,997-24.7% | $6,507-7.4% |
| Admin fee / account holder | $555 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |