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 | $16,361 | $91,037-82.0% | $71,671-77.2% | $147,584-88.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 27.45% | 20.48%+7.0pp | 20.65%+6.8pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,176 | $3,327-64.7% | $2,460-52.2% | $4,876-75.9% |
| Participant deferral / active EE | $6,663 | $4,498+48.1% | $3,438+93.8% | $5,439+22.5% |
| Admin fee / account holder | $394 | $8,613-95.4% | $5,558-92.9% | $10,885-96.4% |