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 10-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 | $23,763 | $127,264-81.3% | $109,895-78.4% | $167,490-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.49% | 22.97%-9.5pp | 29.45%-16.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,321 | $3,322-30.1% | $2,842-18.3% | $4,837-52.0% |
| Participant deferral / active EE | $4,963 | $4,514+9.9% | $4,048+22.6% | $6,341-21.7% |
| Admin fee / account holder | $760 | $7,114-89.3% | $6,066-87.5% | $12,309-93.8% |