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 4-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 | $33,143 | $97,744-66.1% | $103,476-68.0% | $145,922-77.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 25.41%-10.2pp | 23.90%-8.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,880 | $4,677+4.3% | $4,672+4.5% | $4,660+4.7% |
| Participant deferral / active EE | $11,286 | $6,603+70.9% | $6,623+70.4% | $6,688+68.8% |
| Admin fee / account holder | $434 | $12,515-96.5% | $9,413-95.4% | $13,397-96.8% |