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 | $20,158 | $74,888-73.1% | $71,209-71.7% | $142,382-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.13% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,673 | $2,854-6.4% | $2,721-1.8% | $4,299-37.8% |
| Participant deferral / active EE | $5,376 | $4,454+20.7% | $4,175+28.8% | $6,507-17.4% |
| Admin fee / account holder | $489 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |