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 | $23,536 | $118,427-80.1% | $66,042-64.4% | $142,382-83.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.16% | 35.57%-18.4pp | 52.11%-35.0pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,190 | $2,570-53.7% | $1,579-24.6% | $4,299-72.3% |
| Participant deferral / active EE | $2,881 | $4,311-33.2% | $2,835+1.6% | $6,507-55.7% |
| Admin fee / account holder | $13,469 | $9,593+40.4% | $5,747+134.4% | $12,624+6.7% |