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 | $21,350 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,520 | $5,313-52.6% | $4,672-46.1% | $4,660-45.9% |
| Participant deferral / active EE | $6,506 | $6,462+0.7% | $5,626+15.6% | $6,688-2.7% |
| Admin fee / account holder | $421 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |