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 8-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 | $21,694 | $106,515-79.6% | $96,683-77.6% | $139,434-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.20% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,130 | $4,103-48.1% | $3,737-43.0% | $4,751-55.2% |
| Participant deferral / active EE | $7,393 | $5,454+35.6% | $4,878+51.5% | $6,710+10.2% |
| Admin fee / account holder | $897 | $7,877-88.6% | $6,730-86.7% | $11,403-92.1% |