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 9-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 | $20,668 | $96,484-78.6% | $75,886-72.8% | $152,861-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.35% | 33.98%-18.6pp | 30.76%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,952 | $3,309-10.8% | $2,500+18.1% | $4,762-38.0% |
| Participant deferral / active EE | $5,160 | $4,553+13.3% | $3,603+43.2% | $5,850-11.8% |
| Admin fee / account holder | $1,988 | $8,078-75.4% | $5,418-63.3% | $11,596-82.9% |