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 5-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 | $19,547 | $54,705-64.3% | $71,209-72.6% | $84,808-77.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.77% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,599 | $2,158-25.9% | $2,721-41.2% | $2,631-39.2% |
| Participant deferral / active EE | $7,134 | $3,030+135.4% | $4,175+70.9% | $4,212+69.4% |
| Admin fee / account holder | $455 | $4,863-90.6% | $5,349-91.5% | $7,344-93.8% |