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 6-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 | $26,036 | $104,974-75.2% | $95,585-72.8% | $142,382-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,042 | $2,779-26.5% | $2,527-19.2% | $4,299-52.5% |
| Participant deferral / active EE | $5,044 | $4,352+15.9% | $4,023+25.4% | $6,507-22.5% |
| Admin fee / account holder | $1,030 | $6,386-83.9% | $6,127-83.2% | $12,624-91.8% |