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 6-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 | $23,017 | $89,753-74.4% | $107,525-78.6% | $84,808-72.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.04% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,015 | $3,113-67.4% | $3,754-73.0% | $2,631-61.4% |
| Participant deferral / active EE | $1,919 | $4,056-52.7% | $5,116-62.5% | $4,212-54.4% |
| Admin fee / account holder | $1,132 | $7,222-84.3% | $8,919-87.3% | $7,344-84.6% |