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 5-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 | $13,608 | $69,207-80.3% | $64,056-78.8% | $139,434-90.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.59% | 45.88%-23.3pp | 33.69%-11.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,479 | $3,182-53.5% | $2,747-46.2% | $4,751-68.9% |
| Participant deferral / active EE | $5,386 | $4,682+15.1% | $3,880+38.8% | $6,710-19.7% |
| Admin fee / account holder | $2,496 | $4,244-41.2% | $3,068-18.7% | $11,403-78.1% |