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 | $16,582 | $183,519-91.0% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.78% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,142 | $5,313-40.9% | $4,672-32.7% | $4,660-32.6% |
| Participant deferral / active EE | $2,996 | $6,462-53.6% | $5,626-46.8% | $6,688-55.2% |
| Admin fee / account holder | $778 | $19,313-96.0% | $15,912-95.1% | $13,397-94.2% |