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 6-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 | $16,262 | $117,983-86.2% | $101,794-84.0% | $142,382-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.51% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,469 | $2,773-47.0% | $2,289-35.8% | $4,299-65.8% |
| Participant deferral / active EE | $4,236 | $4,714-10.1% | $4,084+3.7% | $6,507-34.9% |
| Admin fee / account holder | $1,718 | $10,433-83.5% | $8,777-80.4% | $12,624-86.4% |