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 | $29,825 | $109,327-72.7% | $89,391-66.6% | $158,922-81.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.06% | 345.68%-326.6pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,897 | $3,170-40.2% | $2,586-26.6% | $4,761-60.2% |
| Participant deferral / active EE | $4,290 | $4,598-6.7% | $3,890+10.3% | $5,982-28.3% |
| Admin fee / account holder | $1,139 | $6,153-81.5% | $4,881-76.7% | $11,246-89.9% |