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 | $18,735 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.54% | 65.07%-31.5pp | 58.88%-25.3pp | 217.08%-183.5pp |
| Employer contribution / active EE | $2,143 | $4,810-55.5% | $4,305-50.2% | $4,299-50.2% |
| Participant deferral / active EE | $5,160 | $6,272-17.7% | $5,540-6.9% | $6,507-20.7% |
| Admin fee / account holder | $1,956 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |