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 5-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 | $23,115 | $111,754-79.3% | $103,333-77.6% | $145,922-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.00% | 24.77%+2.2pp | 24.88%+2.1pp | 561.29%-534.3pp |
| Employer contribution / active EE | $1,964 | $4,212-53.4% | $3,868-49.2% | $4,660-57.9% |
| Participant deferral / active EE | $5,732 | $5,619+2.0% | $5,057+13.3% | $6,688-14.3% |
| Admin fee / account holder | $388 | $9,750-96.0% | $8,355-95.4% | $13,397-97.1% |