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 | $21,247 | $177,572-88.0% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.05% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,146 | $4,810-76.2% | $4,305-73.4% | $4,299-73.3% |
| Participant deferral / active EE | $3,049 | $6,272-51.4% | $5,540-45.0% | $6,507-53.1% |
| Admin fee / account holder | $1,094 | $16,786-93.5% | $14,329-92.4% | $12,624-91.3% |