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 | $25,810 | $104,664-75.3% | $85,682-69.9% | $167,490-84.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.73% | 21.45%-6.7pp | 21.49%-6.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,970 | $3,337-41.0% | $2,618-24.8% | $4,837-59.3% |
| Participant deferral / active EE | $4,096 | $4,824-15.1% | $3,923+4.4% | $6,341-35.4% |
| Admin fee / account holder | $1,548 | $10,032-84.6% | $6,873-77.5% | $12,309-87.4% |