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 | $18,176 | $106,515-82.9% | $96,683-81.2% | $139,434-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.35% | 38.43%-24.1pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,058 | $4,103-49.9% | $3,737-44.9% | $4,751-56.7% |
| Participant deferral / active EE | $2,387 | $5,454-56.2% | $4,878-51.1% | $6,710-64.4% |
| Admin fee / account holder | $1,304 | $7,877-83.4% | $6,730-80.6% | $11,403-88.6% |