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 | $13,873 | $177,572-92.2% | $154,803-91.0% | $142,382-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.02% | 65.07%-34.1pp | 58.88%-27.9pp | 217.08%-186.1pp |
| Employer contribution / active EE | $2,046 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $4,371 | $6,272-30.3% | $5,540-21.1% | $6,507-32.8% |
| Admin fee / account holder | $377 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |