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 | $15,920 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 77.12% | 65.07%+12.0pp | 58.88%+18.2pp | 217.08%-140.0pp |
| Employer contribution / active EE | $2,245 | $4,810-53.3% | $4,305-47.9% | $4,299-47.8% |
| Participant deferral / active EE | $3,870 | $6,272-38.3% | $5,540-30.2% | $6,507-40.5% |
| Admin fee / account holder | $1,500 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |