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 | $20,473 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.20% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,887 | $4,810-40.0% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $8,169 | $6,272+30.3% | $5,540+47.4% | $6,507+25.5% |
| Admin fee / account holder | $29,563 | $16,786+76.1% | $14,329+106.3% | $12,624+134.2% |