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 | $18,131 | $106,515-83.0% | $96,683-81.2% | $139,434-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.70% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,682 | $4,103-10.3% | $3,737-1.5% | $4,751-22.5% |
| Participant deferral / active EE | $11,065 | $5,454+102.9% | $4,878+126.8% | $6,710+64.9% |
| Admin fee / account holder | $1,699 | $7,877-78.4% | $6,730-74.8% | $11,403-85.1% |