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 | $24,314 | $111,754-78.2% | $103,333-76.5% | $145,922-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,539 | $4,212+31.5% | $3,868+43.2% | $4,660+18.9% |
| Participant deferral / active EE | $3,158 | $5,619-43.8% | $5,057-37.6% | $6,688-52.8% |
| Admin fee / account holder | $1,734 | $9,750-82.2% | $8,355-79.2% | $13,397-87.1% |