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 | $28,087 | $115,770-75.7% | $101,248-72.3% | $158,922-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.20% | 56.14%-34.9pp | 46.47%-25.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,775 | $4,175-33.5% | $3,660-24.2% | $4,761-41.7% |
| Participant deferral / active EE | $5,889 | $4,957+18.8% | $4,370+34.7% | $5,982-1.6% |
| Admin fee / account holder | $513 | $7,245-92.9% | $5,945-91.4% | $11,246-95.4% |