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 | $27,157 | $165,984-83.6% | $164,813-83.5% | $145,922-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.20% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,224 | $5,273-38.9% | $4,341-25.7% | $4,660-30.8% |
| Participant deferral / active EE | $4,580 | $6,959-34.2% | $6,031-24.1% | $6,688-31.5% |
| Admin fee / account holder | $2,974 | $16,648-82.1% | $12,690-76.6% | $13,397-77.8% |