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 10-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 | $23,371 | $135,952-82.8% | $123,892-81.1% | $273,961-91.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.83% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $7,315 | $5,170+41.5% | $4,617+58.4% | $4,869+50.2% |
| Participant deferral / active EE | $18,325 | $6,343+188.9% | $5,984+206.2% | $5,287+246.6% |
| Admin fee / account holder | $858 | $9,817-91.3% | $8,357-89.7% | $10,132-91.5% |