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 | $22,270 | $148,534-85.0% | $135,903-83.6% | $139,434-84.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.80% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,155 | $5,243-39.8% | $4,856-35.0% | $4,751-33.6% |
| Participant deferral / active EE | $6,152 | $8,100-24.1% | $7,758-20.7% | $6,710-8.3% |
| Admin fee / account holder | $1,102 | $12,400-91.1% | $10,762-89.8% | $11,403-90.3% |