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 | $13,634 | $106,515-87.2% | $96,683-85.9% | $139,434-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.02% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,862 | $4,103-54.6% | $3,737-50.2% | $4,751-60.8% |
| Participant deferral / active EE | $9,010 | $5,454+65.2% | $4,878+84.7% | $6,710+34.3% |
| Admin fee / account holder | $3,393 | $7,877-56.9% | $6,730-49.6% | $11,403-70.2% |