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 | $29,475 | $114,381-74.2% | $107,525-72.6% | $142,382-79.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.94% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,258 | $4,015-18.8% | $3,754-13.2% | $4,299-24.2% |
| Participant deferral / active EE | $6,832 | $5,564+22.8% | $5,116+33.6% | $6,507+5.0% |
| Admin fee / account holder | $19,519 | $9,860+98.0% | $8,919+118.9% | $12,624+54.6% |