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 3-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 | $23,478 | $114,381-79.5% | $107,525-78.2% | $142,382-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.13% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,251 | $4,015-43.9% | $3,754-40.0% | $4,299-47.6% |
| Participant deferral / active EE | $4,712 | $5,564-15.3% | $5,116-7.9% | $6,507-27.6% |
| Admin fee / account holder | $634 | $9,860-93.6% | $8,919-92.9% | $12,624-95.0% |