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 9-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 | $26,694 | $148,534-82.0% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.27% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,708 | $5,243+27.9% | $4,856+38.1% | $4,751+41.2% |
| Participant deferral / active EE | $14,276 | $8,100+76.2% | $7,758+84.0% | $6,710+112.8% |
| Admin fee / account holder | $12,697 | $12,400+2.4% | $10,762+18.0% | $11,403+11.4% |