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 | $18,928 | $107,334-82.4% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.18% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,997 | $4,221-52.7% | $3,653-45.3% | $4,762-58.1% |
| Participant deferral / active EE | $2,501 | $4,845-48.4% | $4,236-41.0% | $5,850-57.3% |
| Admin fee / account holder | $1,102 | $7,079-84.4% | $5,794-81.0% | $11,596-90.5% |