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 6-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 | $28,114 | $154,117-81.8% | $129,995-78.4% | $139,434-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.06% | 32.48%-6.4pp | -137.18%+163.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,012 | $5,289-43.1% | $4,320-30.3% | $4,751-36.6% |
| Participant deferral / active EE | $5,109 | $6,710-23.9% | $5,820-12.2% | $6,710-23.9% |
| Admin fee / account holder | $4,183 | $14,007-70.1% | $10,614-60.6% | $11,403-63.3% |