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 8-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 | $27,290 | $124,281-78.0% | $109,143-75.0% | $167,490-83.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.13% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $897 | $4,207-78.7% | $3,722-75.9% | $4,837-81.5% |
| Participant deferral / active EE | $4,902 | $5,255-6.7% | $4,653+5.3% | $6,341-22.7% |
| Admin fee / account holder | $457 | $7,970-94.3% | $6,752-93.2% | $12,309-96.3% |