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 | $20,246 | $148,534-86.4% | $135,903-85.1% | $139,434-85.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.69% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,544 | $5,243-51.5% | $4,856-47.6% | $4,751-46.5% |
| Participant deferral / active EE | $5,736 | $8,100-29.2% | $7,758-26.1% | $6,710-14.5% |
| Admin fee / account holder | $1,720 | $12,400-86.1% | $10,762-84.0% | $11,403-84.9% |