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 | $15,528 | $99,918-84.5% | $81,382-80.9% | $145,922-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.67% | 34.32%-20.7pp | 24.73%-11.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,786 | $2,978+60.7% | $2,463+94.3% | $4,660+2.7% |
| Participant deferral / active EE | $2,887 | $4,605-37.3% | $3,883-25.6% | $6,688-56.8% |
| Admin fee / account holder | $1,334 | $8,212-83.8% | $5,768-76.9% | $13,397-90.0% |