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 3-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 | $23,542 | $74,888-68.6% | $71,209-66.9% | $142,382-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.84% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,164 | $2,854+45.9% | $2,721+53.0% | $4,299-3.1% |
| Participant deferral / active EE | $5,714 | $4,454+28.3% | $4,175+36.8% | $6,507-12.2% |
| Admin fee / account holder | $2,757 | $5,568-50.5% | $5,349-48.5% | $12,624-78.2% |