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 | $15,931 | $91,190-82.5% | $178,490-91.1% | $79,858-80.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.06% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,623 | $3,256-19.4% | $5,011-47.7% | $2,471+6.2% |
| Participant deferral / active EE | $3,575 | $3,236+10.5% | $5,202-31.3% | $3,740-4.4% |
| Admin fee / account holder | $2,613 | $6,751-61.3% | $13,984-81.3% | $5,306-50.7% |