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 | $24,018 | $148,534-83.8% | $135,903-82.3% | $139,434-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.56% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,203 | $5,243-58.0% | $4,856-54.6% | $4,751-53.6% |
| Participant deferral / active EE | $4,711 | $8,100-41.8% | $7,758-39.3% | $6,710-29.8% |
| Admin fee / account holder | $3,691 | $12,400-70.2% | $10,762-65.7% | $11,403-67.6% |