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 | $22,452 | $100,773-77.7% | $88,946-74.8% | $142,382-84.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 31.79% | 70.18%-38.4pp | 57.82%-26.0pp | 217.08%-185.3pp |
| Employer contribution / active EE | $1,929 | $2,918-33.9% | $2,555-24.5% | $4,299-55.1% |
| Participant deferral / active EE | $2,800 | $5,230-46.5% | $4,581-38.9% | $6,507-57.0% |
| Admin fee / account holder | $1,186 | $9,693-87.8% | $8,261-85.6% | $12,624-90.6% |