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 | $25,129 | $115,770-78.3% | $101,248-75.2% | $158,922-84.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 17.51% | 56.14%-38.6pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,104 | $4,175-1.7% | $3,660+12.1% | $4,761-13.8% |
| Participant deferral / active EE | $4,081 | $4,957-17.7% | $4,370-6.6% | $5,982-31.8% |
| Admin fee / account holder | $807 | $7,245-88.9% | $5,945-86.4% | $11,246-92.8% |