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 3-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 | $18,635 | $106,584-82.5% | $101,326-81.6% | $142,382-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.18% | 36.93%-9.7pp | 36.82%-9.6pp | 217.08%-189.9pp |
| Employer contribution / active EE | $6,620 | $3,956+67.4% | $3,665+80.6% | $4,299+54.0% |
| Participant deferral / active EE | $8,036 | $8,297-3.2% | $7,994+0.5% | $6,507+23.5% |
| Admin fee / account holder | $2,677 | $11,446-76.6% | $11,185-76.1% | $12,624-78.8% |