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 | $11,112 | $74,888-85.2% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.28% | 345.14%-324.9pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,427 | $2,854-50.0% | $2,721-47.5% | $4,299-66.8% |
| Participant deferral / active EE | $3,402 | $4,454-23.6% | $4,175-18.5% | $6,507-47.7% |
| Admin fee / account holder | $961 | $5,568-82.7% | $5,349-82.0% | $12,624-92.4% |