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 | $27,414 | $177,572-84.6% | $154,803-82.3% | $142,382-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,942 | $4,810-38.9% | $4,305-31.7% | $4,299-31.6% |
| Participant deferral / active EE | $9,051 | $6,272+44.3% | $5,540+63.4% | $6,507+39.1% |
| Admin fee / account holder | $392 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |