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 | $10,142 | $104,974-90.3% | $95,585-89.4% | $142,382-92.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.52% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,663 | $2,779-40.2% | $2,527-34.2% | $4,299-61.3% |
| Participant deferral / active EE | $4,304 | $4,352-1.1% | $4,023+7.0% | $6,507-33.9% |
| Admin fee / account holder | $5,698 | $6,386-10.8% | $6,127-7.0% | $12,624-54.9% |