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 5-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 | $21,883 | $100,773-78.3% | $88,946-75.4% | $142,382-84.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.50% | 70.18%-49.7pp | 57.82%-37.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,921 | $2,918-34.2% | $2,555-24.8% | $4,299-55.3% |
| Participant deferral / active EE | $4,322 | $5,230-17.4% | $4,581-5.7% | $6,507-33.6% |
| Admin fee / account holder | $1,094 | $9,693-88.7% | $8,261-86.8% | $12,624-91.3% |