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 | $16,553 | $148,534-88.9% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.31% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,996 | $5,243-23.8% | $4,856-17.7% | $4,751-15.9% |
| Participant deferral / active EE | $7,238 | $8,100-10.6% | $7,758-6.7% | $6,710+7.9% |
| Admin fee / account holder | $2,803 | $12,400-77.4% | $10,762-74.0% | $11,403-75.4% |