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 5-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 | $26,913 | $159,602-83.1% | $150,045-82.1% | $142,382-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.86% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,334 | $4,961+7.5% | $4,693+13.7% | $4,299+24.1% |
| Participant deferral / active EE | $8,917 | $8,310+7.3% | $7,997+11.5% | $6,507+37.0% |
| Admin fee / account holder | $5,009 | $14,846-66.3% | $13,435-62.7% | $12,624-60.3% |