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 5-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 | $15,375 | $177,572-91.3% | $154,803-90.1% | $142,382-89.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,342 | $4,810-72.1% | $4,305-68.8% | $4,299-68.8% |
| Participant deferral / active EE | $2,349 | $6,272-62.5% | $5,540-57.6% | $6,507-63.9% |
| Admin fee / account holder | $481 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |