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 | $20,774 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.34% | 65.07%-34.7pp | 58.88%-28.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $4,082 | $4,810-15.2% | $4,305-5.2% | $4,299-5.1% |
| Participant deferral / active EE | $13,694 | $6,272+118.3% | $5,540+147.2% | $6,507+110.4% |
| Admin fee / account holder | $1,953 | $16,786-88.4% | $14,329-86.4% | $12,624-84.5% |