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 | $25,995 | $106,515-75.6% | $96,683-73.1% | $139,434-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.30% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,704 | $4,103-58.5% | $3,737-54.4% | $4,751-64.1% |
| Participant deferral / active EE | $3,856 | $5,454-29.3% | $4,878-21.0% | $6,710-42.5% |
| Admin fee / account holder | $3,160 | $7,877-59.9% | $6,730-53.0% | $11,403-72.3% |