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 | $17,052 | $94,338-81.9% | $100,534-83.0% | $142,382-88.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.44% | 29.20%-11.8pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,569 | $4,237+55.0% | $4,346+51.1% | $4,299+52.8% |
| Participant deferral / active EE | $5,042 | $5,934-15.0% | $6,144-17.9% | $6,507-22.5% |
| Admin fee / account holder | $2,031 | $8,421-75.9% | $7,654-73.5% | $12,624-83.9% |