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 | $24,782 | $177,572-86.0% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.08% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,887 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $7,689 | $6,272+22.6% | $5,540+38.8% | $6,507+18.2% |
| Admin fee / account holder | $606 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |