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 | $11,473 | $74,888-84.7% | $71,209-83.9% | $142,382-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.01% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,870 | $2,854+35.6% | $2,721+42.2% | $4,299-10.0% |
| Participant deferral / active EE | $3,917 | $4,454-12.1% | $4,175-6.2% | $6,507-39.8% |
| Admin fee / account holder | $559 | $5,568-90.0% | $5,349-89.5% | $12,624-95.6% |