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 7-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 | $28,143 | $100,773-72.1% | $88,946-68.4% | $142,382-80.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.92% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,979 | $2,918+2.1% | $2,555+16.6% | $4,299-30.7% |
| Participant deferral / active EE | $4,309 | $5,230-17.6% | $4,581-5.9% | $6,507-33.8% |
| Admin fee / account holder | $387 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |