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 | $10,010 | $95,266-89.5% | $82,389-87.9% | $142,382-93.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.35% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,317 | $2,991-22.5% | $2,517-8.0% | $4,299-46.1% |
| Participant deferral / active EE | $3,123 | $4,809-35.1% | $4,155-24.8% | $6,507-52.0% |
| Admin fee / account holder | $839 | $8,563-90.2% | $7,231-88.4% | $12,624-93.4% |