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 | $14,617 | $108,919-86.6% | $100,391-85.4% | $145,922-90.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 57.88%-40.9pp | 49.20%-32.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,788 | $4,419-59.6% | $3,942-54.7% | $4,660-61.6% |
| Participant deferral / active EE | $5,796 | $8,445-31.4% | $8,082-28.3% | $6,688-13.3% |
| Admin fee / account holder | $1,395 | $9,689-85.6% | $7,899-82.3% | $13,397-89.6% |