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 | $21,248 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,439 | $5,313-54.1% | $4,672-47.8% | $4,660-47.7% |
| Participant deferral / active EE | $7,523 | $6,462+16.4% | $5,626+33.7% | $6,688+12.5% |
| Admin fee / account holder | $4,823 | $19,313-75.0% | $15,912-69.7% | $13,397-64.0% |