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 | $15,971 | $106,515-85.0% | $96,683-83.5% | $139,434-88.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.53% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,469 | $4,103+8.9% | $3,737+19.6% | $4,751-5.9% |
| Participant deferral / active EE | $1,878 | $5,454-65.6% | $4,878-61.5% | $6,710-72.0% |
| Admin fee / account holder | $2,457 | $7,877-68.8% | $6,730-63.5% | $11,403-78.5% |