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 | $19,822 | $148,534-86.7% | $135,903-85.4% | $139,434-85.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.94% | 79.19%-54.3pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,208 | $5,243-77.0% | $4,856-75.1% | $4,751-74.6% |
| Participant deferral / active EE | $7,910 | $8,100-2.4% | $7,758+2.0% | $6,710+17.9% |
| Admin fee / account holder | $370 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |