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 6-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 | $19,758 | $104,974-81.2% | $95,585-79.3% | $142,382-86.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.84% | 210.33%-187.5pp | 38.56%-15.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,895 | $2,779-31.8% | $2,527-25.0% | $4,299-55.9% |
| Participant deferral / active EE | $3,674 | $4,352-15.6% | $4,023-8.7% | $6,507-43.5% |
| Admin fee / account holder | $2,175 | $6,386-65.9% | $6,127-64.5% | $12,624-82.8% |