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 9-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 | $25,024 | $95,971-73.9% | $74,550-66.4% | $135,375-81.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.66% | 56.96%-51.3pp | 32.53%-26.9pp | 519.73%-514.1pp |
| Employer contribution / active EE | $2,505 | $2,716-7.8% | $1,961+27.8% | $4,779-47.6% |
| Participant deferral / active EE | $3,231 | $3,843-15.9% | $3,108+3.9% | $5,609-42.4% |
| Admin fee / account holder | $1,273 | $6,522-80.5% | $5,060-74.8% | $10,827-88.2% |