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 | $25,154 | $114,381-78.0% | $107,525-76.6% | $142,382-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.71% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,314 | $4,015-42.4% | $3,754-38.4% | $4,299-46.2% |
| Participant deferral / active EE | $5,821 | $5,564+4.6% | $5,116+13.8% | $6,507-10.5% |
| Admin fee / account holder | $29,215 | $9,860+196.3% | $8,919+227.6% | $12,624+131.4% |