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 | $16,097 | $117,983-86.4% | $101,794-84.2% | $142,382-88.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.16% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,916 | $2,773+41.2% | $2,289+71.1% | $4,299-8.9% |
| Participant deferral / active EE | $8,840 | $4,714+87.5% | $4,084+116.5% | $6,507+35.9% |
| Admin fee / account holder | $1,221 | $10,433-88.3% | $8,777-86.1% | $12,624-90.3% |