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 3-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 | $23,586 | $100,773-76.6% | $88,946-73.5% | $142,382-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.83% | 70.18%-45.3pp | 57.82%-33.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,832 | $2,918+31.3% | $2,555+50.0% | $4,299-10.9% |
| Participant deferral / active EE | $12,805 | $5,230+144.8% | $4,581+179.5% | $6,507+96.8% |
| Admin fee / account holder | $696 | $9,693-92.8% | $8,261-91.6% | $12,624-94.5% |