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 5-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 | $18,513 | $69,207-73.3% | $64,056-71.1% | $139,434-86.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.12% | 45.88%-23.8pp | 33.69%-11.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,238 | $3,182+127.5% | $2,747+163.5% | $4,751+52.4% |
| Participant deferral / active EE | $9,784 | $4,682+109.0% | $3,880+152.2% | $6,710+45.8% |
| Admin fee / account holder | $833 | $4,244-80.4% | $3,068-72.8% | $11,403-92.7% |