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 3-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 | $16,958 | $177,572-90.5% | $154,803-89.0% | $142,382-88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.23% | 65.07%-41.8pp | 58.88%-35.7pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,285 | $4,810-31.7% | $4,305-23.7% | $4,299-23.6% |
| Participant deferral / active EE | $6,031 | $6,272-3.8% | $5,540+8.9% | $6,507-7.3% |
| Admin fee / account holder | $878 | $16,786-94.8% | $14,329-93.9% | $12,624-93.0% |