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 4-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 | $13,280 | $114,381-88.4% | $107,525-87.6% | $142,382-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.94% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,595 | $4,015-10.5% | $3,754-4.2% | $4,299-16.4% |
| Participant deferral / active EE | $5,836 | $5,564+4.9% | $5,116+14.1% | $6,507-10.3% |
| Admin fee / account holder | $1,426 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |