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 7-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 | $18,575 | $148,534-87.5% | $135,903-86.3% | $139,434-86.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.69% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,733 | $5,243-47.9% | $4,856-43.7% | $4,751-42.5% |
| Participant deferral / active EE | $7,188 | $8,100-11.3% | $7,758-7.3% | $6,710+7.1% |
| Admin fee / account holder | $1,094 | $12,400-91.2% | $10,762-89.8% | $11,403-90.4% |