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 7-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 | $23,018 | $109,982-79.1% | $97,226-76.3% | $145,922-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 242.90%-229.1pp | 75.13%-61.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,610 | $3,084-47.8% | $2,729-41.0% | $4,660-65.5% |
| Participant deferral / active EE | $3,300 | $4,676-29.4% | $4,264-22.6% | $6,688-50.7% |
| Admin fee / account holder | $317 | $6,221-94.9% | $5,654-94.4% | $13,397-97.6% |