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 4-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 | $19,104 | $95,266-79.9% | $82,389-76.8% | $142,382-86.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.84% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,380 | $2,991-20.4% | $2,517-5.5% | $4,299-44.6% |
| Participant deferral / active EE | $5,737 | $4,809+19.3% | $4,155+38.1% | $6,507-11.8% |
| Admin fee / account holder | $8,998 | $8,563+5.1% | $7,231+24.4% | $12,624-28.7% |