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 5-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 | $26,731 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $6,837 | $5,313+28.7% | $4,672+46.3% | $4,660+46.7% |
| Participant deferral / active EE | $14,738 | $6,462+128.1% | $5,626+161.9% | $6,688+120.4% |
| Admin fee / account holder | $482 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |