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 10-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 | $21,049 | $117,983-82.2% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.48% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,126 | $2,773-59.4% | $2,289-50.8% | $4,299-73.8% |
| Participant deferral / active EE | $2,710 | $4,714-42.5% | $4,084-33.6% | $6,507-58.4% |
| Admin fee / account holder | $3,684 | $10,433-64.7% | $8,777-58.0% | $12,624-70.8% |