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 | $25,128 | $117,983-78.7% | $101,794-75.3% | $142,382-82.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.95% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,500 | $2,773+26.2% | $2,289+52.9% | $4,299-18.6% |
| Participant deferral / active EE | $6,000 | $4,714+27.3% | $4,084+46.9% | $6,507-7.8% |
| Admin fee / account holder | $371 | $10,433-96.4% | $8,777-95.8% | $12,624-97.1% |