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 | $21,097 | $112,881-81.3% | $90,951-76.8% | $158,922-86.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.95% | 215.79%-201.8pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,616 | $2,893+59.6% | $2,122+117.5% | $4,761-3.0% |
| Participant deferral / active EE | $8,999 | $4,128+118.0% | $3,373+166.8% | $5,982+50.4% |
| Admin fee / account holder | $5,824 | $8,041-27.6% | $5,959-2.3% | $11,246-48.2% |