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 | $19,291 | $127,065-84.8% | $113,168-83.0% | $142,382-86.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.29% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,940 | $3,442-43.6% | $2,975-34.8% | $4,299-54.9% |
| Participant deferral / active EE | $4,889 | $5,716-14.5% | $5,107-4.3% | $6,507-24.9% |
| Admin fee / account holder | $4,298 | $15,736-72.7% | $12,068-64.4% | $12,624-66.0% |