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 7-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 | $25,629 | $148,534-82.7% | $135,903-81.1% | $139,434-81.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 76.50% | 79.19%-2.7pp | 68.23%+8.3pp | 372.94%-296.4pp |
| Employer contribution / active EE | $1,987 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $4,113 | $8,100-49.2% | $7,758-47.0% | $6,710-38.7% |
| Admin fee / account holder | $8,188 | $12,400-34.0% | $10,762-23.9% | $11,403-28.2% |