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 | $21,479 | $105,859-79.7% | $90,160-76.2% | $147,584-85.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.74% | 37.63%-24.9pp | 34.88%-22.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,126 | $4,126-48.5% | $3,318-35.9% | $4,876-56.4% |
| Participant deferral / active EE | $2,948 | $5,733-48.6% | $5,288-44.3% | $5,439-45.8% |
| Admin fee / account holder | $5,796 | $8,046-28.0% | $5,943-2.5% | $10,885-46.8% |