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 7-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 | $23,408 | $159,602-85.3% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.40% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,835 | $4,961-22.7% | $4,693-18.3% | $4,299-10.8% |
| Participant deferral / active EE | $5,089 | $8,310-38.8% | $7,997-36.4% | $6,507-21.8% |
| Admin fee / account holder | $23,842 | $14,846+60.6% | $13,435+77.5% | $12,624+88.9% |