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 4-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 | $11,703 | $110,261-89.4% | $95,745-87.8% | $139,434-91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.61% | 27.11%-1.5pp | 28.35%-2.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $3,338 | $3,257+2.5% | $2,835+17.7% | $4,751-29.7% |
| Participant deferral / active EE | $4,172 | $4,676-10.8% | $4,245-1.7% | $6,710-37.8% |
| Admin fee / account holder | $630 | $6,613-90.5% | $5,678-88.9% | $11,403-94.5% |