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 | $18,853 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.32% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,908 | $4,103-53.5% | $3,737-49.0% | $4,751-59.8% |
| Participant deferral / active EE | $2,426 | $5,454-55.5% | $4,878-50.3% | $6,710-63.8% |
| Admin fee / account holder | $2,556 | $7,877-67.6% | $6,730-62.0% | $11,403-77.6% |