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 | $26,148 | $133,922-80.5% | $116,228-77.5% | $142,382-81.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.75% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,041 | $3,446-40.8% | $2,994-31.9% | $4,299-52.5% |
| Participant deferral / active EE | $4,192 | $5,672-26.1% | $4,953-15.4% | $6,507-35.6% |
| Admin fee / account holder | $7,985 | $14,945-46.6% | $11,989-33.4% | $12,624-36.7% |