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 7-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 | $23,174 | $74,888-69.1% | $71,209-67.5% | $142,382-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.48% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,757 | $2,854-3.4% | $2,721+1.3% | $4,299-35.9% |
| Participant deferral / active EE | $5,948 | $4,454+33.5% | $4,175+42.5% | $6,507-8.6% |
| Admin fee / account holder | $2,329 | $5,568-58.2% | $5,349-56.5% | $12,624-81.5% |