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 | $25,742 | $148,534-82.7% | $135,903-81.1% | $139,434-81.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.70% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $4,748 | $5,243-9.4% | $4,856-2.2% | $4,7510% |
| Participant deferral / active EE | $10,315 | $8,100+27.3% | $7,758+33.0% | $6,710+53.7% |
| Admin fee / account holder | $4,250 | $12,400-65.7% | $10,762-60.5% | $11,403-62.7% |