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 5-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 | $28,388 | $214,378-86.8% | $200,582-85.8% | $142,382-80.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.95% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,895 | $6,841-72.3% | $6,419-70.5% | $4,299-55.9% |
| Participant deferral / active EE | $10,130 | $9,865+2.7% | $9,331+8.6% | $6,507+55.7% |
| Admin fee / account holder | $16,402 | $17,692-7.3% | $16,305+0.6% | $12,624+29.9% |