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 | $20,466 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,636 | $4,810-66.0% | $4,305-62.0% | $4,299-61.9% |
| Participant deferral / active EE | $5,278 | $6,272-15.8% | $5,540-4.7% | $6,507-18.9% |
| Admin fee / account holder | $521 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |