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 6-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 | $20,730 | $74,927-72.3% | $101,794-79.6% | $84,808-75.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 24.97% | 18.70%+6.3pp | 30.53%-5.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $3,849 | $1,522+152.9% | $2,289+68.2% | $2,631+46.3% |
| Participant deferral / active EE | $2,749 | $3,099-11.3% | $4,084-32.7% | $4,212-34.7% |
| Admin fee / account holder | $5,138 | $6,514-21.1% | $8,777-41.5% | $7,344-30.0% |