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 | $26,315 | $69,207-62.0% | $64,056-58.9% | $139,434-81.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.75% | 45.88%-27.1pp | 33.69%-14.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,705 | $3,182-46.4% | $2,747-37.9% | $4,751-64.1% |
| Participant deferral / active EE | $5,418 | $4,682+15.7% | $3,880+39.6% | $6,710-19.3% |
| Admin fee / account holder | $376 | $4,244-91.1% | $3,068-87.7% | $11,403-96.7% |