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 | $25,725 | $100,773-74.5% | $88,946-71.1% | $142,382-81.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.66% | 70.18%-58.5pp | 57.82%-46.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,179 | $2,918-25.3% | $2,555-14.7% | $4,299-49.3% |
| Participant deferral / active EE | $4,511 | $5,230-13.8% | $4,581-1.5% | $6,507-30.7% |
| Admin fee / account holder | $26,143 | $9,693+169.7% | $8,261+216.5% | $12,624+107.1% |