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 8-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 | $25,733 | $149,734-82.8% | $118,925-78.4% | $158,922-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.20% | 19.95%-3.8pp | 35.88%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,145 | $4,115-23.6% | $3,263-3.6% | $4,761-33.9% |
| Participant deferral / active EE | $7,174 | $5,223+37.3% | $4,265+68.2% | $5,982+19.9% |
| Admin fee / account holder | $905 | $8,603-89.5% | $6,581-86.2% | $11,246-92.0% |