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 | $22,378 | $99,877-77.6% | $84,966-73.7% | $145,922-84.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 83.76%-73.6pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,809 | $3,231+17.9% | $2,727+39.7% | $4,660-18.3% |
| Participant deferral / active EE | $4,738 | $5,291-10.4% | $4,519+4.8% | $6,688-29.2% |
| Admin fee / account holder | $951 | $7,248-86.9% | $6,149-84.5% | $13,397-92.9% |