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 | $20,659 | $140,940-85.3% | $112,229-81.6% | $139,434-85.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 21.50% | 32.71%-11.2pp | 30.20%-8.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,795 | $4,283-58.1% | $3,430-47.7% | $4,751-62.2% |
| Participant deferral / active EE | $5,386 | $5,874-8.3% | $4,798+12.2% | $6,710-19.7% |
| Admin fee / account holder | $2,034 | $9,954-79.6% | $7,748-73.8% | $11,403-82.2% |