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 | $23,788 | $135,952-82.5% | $123,892-80.8% | $273,961-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 53.93% | 56.63%-2.7pp | 47.52%+6.4pp | 41.45%+12.5pp |
| Employer contribution / active EE | $2,046 | $5,170-60.4% | $4,617-55.7% | $4,869-58.0% |
| Participant deferral / active EE | $7,849 | $6,343+23.7% | $5,984+31.2% | $5,287+48.5% |
| Admin fee / account holder | $923 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |