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 6-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 | $28,524 | $177,572-83.9% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.17% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,477 | $4,810+117.8% | $4,305+143.3% | $4,299+143.7% |
| Participant deferral / active EE | $8,667 | $6,272+38.2% | $5,540+56.4% | $6,507+33.2% |
| Admin fee / account holder | $359 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |