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 | $24,794 | $107,334-76.9% | $92,893-73.3% | $152,861-83.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.53% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,846 | $4,221-56.3% | $3,653-49.5% | $4,762-61.2% |
| Participant deferral / active EE | $5,069 | $4,845+4.6% | $4,236+19.7% | $5,850-13.4% |
| Admin fee / account holder | $373 | $7,079-94.7% | $5,794-93.6% | $11,596-96.8% |