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 | $23,066 | $133,958-82.8% | $112,228-79.4% | $134,475-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 22.22% | 47.11%-24.9pp | 27.45%-5.2pp | 417.96%-395.7pp |
| Employer contribution / active EE | $3,291 | $4,038-18.5% | $3,635-9.5% | $4,740-30.6% |
| Participant deferral / active EE | $7,346 | $5,291+38.8% | $4,728+55.4% | $6,400+14.8% |
| Admin fee / account holder | $1,818 | $7,489-75.7% | $6,410-71.6% | $11,426-84.1% |