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 | $21,916 | $165,984-86.8% | $164,813-86.7% | $145,922-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.78% | 100.03%-82.2pp | 69.93%-52.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,786 | $5,273-28.2% | $4,341-12.8% | $4,660-18.8% |
| Participant deferral / active EE | $5,994 | $6,959-13.9% | $6,031-0.6% | $6,688-10.4% |
| Admin fee / account holder | $565 | $16,648-96.6% | $12,690-95.5% | $13,397-95.8% |