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 | $26,356 | $172,478-84.7% | $145,661-81.9% | $142,382-81.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 11.65% | 151.09%-139.4pp | 101.46%-89.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,671 | $4,899-65.9% | $4,238-60.6% | $4,299-61.1% |
| Participant deferral / active EE | $5,714 | $8,348-31.6% | $7,198-20.6% | $6,507-12.2% |
| Admin fee / account holder | $18,416 | $16,864+9.2% | $12,466+47.7% | $12,624+45.9% |