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 | $14,386 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.42% | 65.07%-41.6pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,133 | $4,810-55.7% | $4,305-50.5% | $4,299-50.4% |
| Participant deferral / active EE | $4,720 | $6,272-24.7% | $5,540-14.8% | $6,507-27.5% |
| Admin fee / account holder | $649 | $16,786-96.1% | $14,329-95.5% | $12,624-94.9% |