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 5-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 | $19,087 | $96,635-80.2% | $86,612-78.0% | $139,434-86.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.79% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,327 | $3,263-28.7% | $3,022-23.0% | $4,751-51.0% |
| Participant deferral / active EE | $7,243 | $4,836+49.8% | $4,438+63.2% | $6,710+7.9% |
| Admin fee / account holder | $6,271 | $6,408-2.1% | $5,614+11.7% | $11,403-45.0% |