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 | $29,647 | $95,193-68.9% | $76,523-61.3% | $135,375-78.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 18.06% | 4.85%+13.2pp | -0.27%+18.3pp | 519.73%-501.7pp |
| Employer contribution / active EE | $4,918 | $3,302+48.9% | $2,647+85.8% | $4,779+2.9% |
| Participant deferral / active EE | $15,888 | $4,639+242.5% | $3,835+314.2% | $5,609+183.3% |
| Admin fee / account holder | $2,609 | $6,249-58.2% | $4,848-46.2% | $10,827-75.9% |