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 9-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 | $21,452 | $148,534-85.6% | $135,903-84.2% | $139,434-84.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.78% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,911 | $5,243-25.4% | $4,856-19.5% | $4,751-17.7% |
| Participant deferral / active EE | $6,800 | $8,100-16.0% | $7,758-12.3% | $6,710+1.3% |
| Admin fee / account holder | $1,061 | $12,400-91.4% | $10,762-90.1% | $11,403-90.7% |