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 9-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 | $24,075 | $118,450-79.7% | $98,439-75.5% | $139,434-82.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.49% | 18.94%-3.4pp | 21.16%-5.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,150 | $3,609+70.4% | $3,048+101.8% | $4,751+29.5% |
| Participant deferral / active EE | $2,561 | $5,392-52.5% | $4,738-45.9% | $6,710-61.8% |
| Admin fee / account holder | $1,004 | $14,026-92.8% | $8,948-88.8% | $11,403-91.2% |