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 | $18,542 | $124,281-85.1% | $109,143-83.0% | $167,490-88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 38.14% | 26.04%+12.1pp | 25.75%+12.4pp | 478.56%-440.4pp |
| Employer contribution / active EE | $2,737 | $4,207-34.9% | $3,722-26.5% | $4,837-43.4% |
| Participant deferral / active EE | $8,797 | $5,255+67.4% | $4,653+89.1% | $6,341+38.7% |
| Admin fee / account holder | $448 | $7,970-94.4% | $6,752-93.4% | $12,309-96.4% |