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 | $11,989 | $111,754-89.3% | $103,333-88.4% | $145,922-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.61% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,633 | $4,212-13.8% | $3,868-6.1% | $4,660-22.0% |
| Participant deferral / active EE | $4,207 | $5,619-25.1% | $5,057-16.8% | $6,688-37.1% |
| Admin fee / account holder | $569 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |