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 8-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 | $24,105 | $154,117-84.4% | $129,995-81.5% | $139,434-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.75% | 32.48%-15.7pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,573 | $5,289-51.4% | $4,320-40.4% | $4,751-45.8% |
| Participant deferral / active EE | $3,481 | $6,710-48.1% | $5,820-40.2% | $6,710-48.1% |
| Admin fee / account holder | $3,649 | $14,007-73.9% | $10,614-65.6% | $11,403-68.0% |