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 | $13,111 | $114,381-88.5% | $107,525-87.8% | $142,382-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.66% | 242.71%-218.1pp | 181.32%-156.7pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,282 | $4,015+31.6% | $3,754+40.7% | $4,299+22.9% |
| Participant deferral / active EE | $10,890 | $5,564+95.7% | $5,116+112.9% | $6,507+67.4% |
| Admin fee / account holder | $948 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |