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 7-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 | $18,893 | $117,983-84.0% | $101,794-81.4% | $142,382-86.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.84% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,259 | $2,773-18.5% | $2,289-1.3% | $4,299-47.5% |
| Participant deferral / active EE | $6,071 | $4,714+28.8% | $4,084+48.6% | $6,507-6.7% |
| Admin fee / account holder | $1,271 | $10,433-87.8% | $8,777-85.5% | $12,624-89.9% |