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 6-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 | $17,844 | $124,281-85.6% | $109,143-83.7% | $167,490-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.27% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,777 | $4,207+13.5% | $3,722+28.3% | $4,837-1.3% |
| Participant deferral / active EE | $7,305 | $5,255+39.0% | $4,653+57.0% | $6,341+15.2% |
| Admin fee / account holder | $1,405 | $7,970-82.4% | $6,752-79.2% | $12,309-88.6% |