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 | $22,657 | $148,534-84.7% | $135,903-83.3% | $139,434-83.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.62% | 79.19%-45.6pp | 68.23%-34.6pp | 372.94%-339.3pp |
| Employer contribution / active EE | $4,192 | $5,243-20.0% | $4,856-13.7% | $4,751-11.8% |
| Participant deferral / active EE | $8,239 | $8,100+1.7% | $7,758+6.2% | $6,710+22.8% |
| Admin fee / account holder | $708 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |