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 6-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 | $26,364 | $133,922-80.3% | $116,228-77.3% | $142,382-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.82% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,098 | $3,446-10.1% | $2,994+3.5% | $4,299-27.9% |
| Participant deferral / active EE | $5,446 | $5,672-4.0% | $4,953+9.9% | $6,507-16.3% |
| Admin fee / account holder | $9,771 | $14,945-34.6% | $11,989-18.5% | $12,624-22.6% |