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 | $20,252 | $114,381-82.3% | $107,525-81.2% | $142,382-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,066 | $4,015-48.5% | $3,754-45.0% | $4,299-51.9% |
| Participant deferral / active EE | $8,635 | $5,564+55.2% | $5,116+68.8% | $6,507+32.7% |
| Admin fee / account holder | $2,911 | $9,860-70.5% | $8,919-67.4% | $12,624-76.9% |