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 5-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 | $21,778 | $148,534-85.3% | $135,903-84.0% | $139,434-84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.85% | 79.19%-45.3pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $3,148 | $5,243-40.0% | $4,856-35.2% | $4,751-33.7% |
| Participant deferral / active EE | $6,070 | $8,100-25.1% | $7,758-21.8% | $6,710-9.5% |
| Admin fee / account holder | $1,568 | $12,400-87.4% | $10,762-85.4% | $11,403-86.2% |