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 | $18,367 | $111,754-83.6% | $103,333-82.2% | $145,922-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,289 | $4,212-45.7% | $3,868-40.8% | $4,660-50.9% |
| Participant deferral / active EE | $5,035 | $5,619-10.4% | $5,057-0.4% | $6,688-24.7% |
| Admin fee / account holder | $5,837 | $9,750-40.1% | $8,355-30.1% | $13,397-56.4% |