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 10-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 | $29,287 | $74,888-60.9% | $71,209-58.9% | $142,382-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.88% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,161 | $2,854-24.3% | $2,721-20.6% | $4,299-49.7% |
| Participant deferral / active EE | $1,385 | $4,454-68.9% | $4,175-66.8% | $6,507-78.7% |
| Admin fee / account holder | $4,650 | $5,568-16.5% | $5,349-13.1% | $12,624-63.2% |