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 | $14,460 | $177,572-91.9% | $154,803-90.7% | $142,382-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 51.18% | 65.07%-13.9pp | 58.88%-7.7pp | 217.08%-165.9pp |
| Employer contribution / active EE | $2,991 | $4,810-37.8% | $4,305-30.5% | $4,299-30.4% |
| Participant deferral / active EE | $5,034 | $6,272-19.7% | $5,540-9.1% | $6,507-22.6% |
| Admin fee / account holder | $1,214 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |