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 | $16,528 | $159,602-89.6% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.26% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,202 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $6,297 | $8,310-24.2% | $7,997-21.3% | $6,507-3.2% |
| Admin fee / account holder | $382 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |