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 | $19,377 | $114,381-83.1% | $107,525-82.0% | $142,382-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.97% | 242.71%-214.7pp | 181.32%-153.3pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,544 | $4,015-61.5% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $3,701 | $5,564-33.5% | $5,116-27.7% | $6,507-43.1% |
| Admin fee / account holder | $4,126 | $9,860-58.2% | $8,919-53.7% | $12,624-67.3% |