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 | $13,571 | $74,888-81.9% | $71,209-80.9% | $142,382-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.48% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,533 | $2,854-11.3% | $2,721-6.9% | $4,299-41.1% |
| Participant deferral / active EE | $3,091 | $4,454-30.6% | $4,175-26.0% | $6,507-52.5% |
| Admin fee / account holder | $2,867 | $5,568-48.5% | $5,349-46.4% | $12,624-77.3% |