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 | $23,406 | $148,534-84.2% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.68% | 79.19%-54.5pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,988 | $5,243-43.0% | $4,856-38.5% | $4,751-37.1% |
| Participant deferral / active EE | $6,148 | $8,100-24.1% | $7,758-20.8% | $6,710-8.4% |
| Admin fee / account holder | $1,344 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |