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 9-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 | $21,635 | $115,882-81.3% | $100,516-78.5% | $158,922-86.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.50% | 34.79%-19.3pp | 30.89%-15.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,475 | $4,103-39.7% | $3,418-27.6% | $4,761-48.0% |
| Participant deferral / active EE | $5,345 | $6,674-19.9% | $6,270-14.7% | $5,982-10.6% |
| Admin fee / account holder | $360 | $10,995-96.7% | $8,081-95.5% | $11,246-96.8% |