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 | $19,965 | $74,888-73.3% | $71,209-72.0% | $142,382-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.97% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,856 | $2,854-35.0% | $2,721-31.8% | $4,299-56.8% |
| Participant deferral / active EE | $6,201 | $4,454+39.2% | $4,175+48.5% | $6,507-4.7% |
| Admin fee / account holder | $869 | $5,568-84.4% | $5,349-83.8% | $12,624-93.1% |