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 | $29,155 | $114,381-74.5% | $107,525-72.9% | $142,382-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,138 | $4,015-46.7% | $3,754-43.0% | $4,299-50.3% |
| Participant deferral / active EE | $3,499 | $5,564-37.1% | $5,116-31.6% | $6,507-46.2% |
| Admin fee / account holder | $14,202 | $9,860+44.0% | $8,919+59.2% | $12,624+12.5% |