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 3-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 | $19,407 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,320 | $4,810-10.2% | $4,305+0.3% | $4,299+0.5% |
| Participant deferral / active EE | $6,126 | $6,272-2.3% | $5,540+10.6% | $6,507-5.9% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |