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 | $25,433 | $106,515-76.1% | $96,683-73.7% | $139,434-81.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.86% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,709 | $4,103+14.8% | $3,737+26.0% | $4,751-0.9% |
| Participant deferral / active EE | $6,894 | $5,454+26.4% | $4,878+41.3% | $6,710+2.7% |
| Admin fee / account holder | $793 | $7,877-89.9% | $6,730-88.2% | $11,403-93.0% |