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 | $23,989 | $177,572-86.5% | $154,803-84.5% | $142,382-83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.57% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,016 | $4,810-37.3% | $4,305-29.9% | $4,299-29.8% |
| Participant deferral / active EE | $4,596 | $6,272-26.7% | $5,540-17.0% | $6,507-29.4% |
| Admin fee / account holder | $3,701 | $16,786-78.0% | $14,329-74.2% | $12,624-70.7% |