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 | $13,509 | $74,888-82.0% | $71,209-81.0% | $142,382-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.06% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,240 | $2,854+13.5% | $2,721+19.1% | $4,299-24.6% |
| Participant deferral / active EE | $3,007 | $4,454-32.5% | $4,175-28.0% | $6,507-53.8% |
| Admin fee / account holder | $1,036 | $5,568-81.4% | $5,349-80.6% | $12,624-91.8% |