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 | $28,588 | $109,881-74.0% | $150,045-80.9% | $84,808-66.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.54% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,081 | $3,561-13.5% | $4,693-34.3% | $2,631+17.1% |
| Participant deferral / active EE | $6,454 | $6,636-2.7% | $7,997-19.3% | $4,212+53.3% |
| Admin fee / account holder | $8,141 | $8,568-5.0% | $13,435-39.4% | $7,344+10.9% |