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 3-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 | $22,418 | $106,584-79.0% | $101,326-77.9% | $142,382-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.26% | 36.93%-11.7pp | 36.82%-11.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,562 | $3,956-35.2% | $3,665-30.1% | $4,299-40.4% |
| Participant deferral / active EE | $6,951 | $8,297-16.2% | $7,994-13.1% | $6,507+6.8% |
| Admin fee / account holder | $558 | $11,446-95.1% | $11,185-95.0% | $12,624-95.6% |