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 4-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 | $21,103 | $127,065-83.4% | $113,168-81.4% | $142,382-85.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 29.84% | 24.03%+5.8pp | 24.27%+5.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $11,109 | $3,442+222.7% | $2,975+273.4% | $4,299+158.4% |
| Participant deferral / active EE | $2,162 | $5,716-62.2% | $5,107-57.7% | $6,507-66.8% |
| Admin fee / account holder | $2,094 | $15,736-86.7% | $12,068-82.6% | $12,624-83.4% |