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 6-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 | $18,373 | $110,261-83.3% | $95,745-80.8% | $139,434-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 52.65% | 27.11%+25.5pp | 28.35%+24.3pp | 372.94%-320.3pp |
| Employer contribution / active EE | $881 | $3,257-72.9% | $2,835-68.9% | $4,751-81.4% |
| Participant deferral / active EE | $4,631 | $4,676-1.0% | $4,245+9.1% | $6,710-31.0% |
| Admin fee / account holder | $1,100 | $6,613-83.4% | $5,678-80.6% | $11,403-90.4% |