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 7-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 | $14,660 | $77,419-81.1% | $69,455-78.9% | $152,861-90.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.39% | 39.06%-19.7pp | 28.97%-9.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,314 | $3,315-30.2% | $2,779-16.7% | $4,762-51.4% |
| Participant deferral / active EE | $1,888 | $4,414-57.2% | $3,535-46.6% | $5,850-67.7% |
| Admin fee / account holder | $26,998 | $6,207+335.0% | $3,839+603.2% | $11,596+132.8% |