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 4-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 | $25,257 | $100,773-74.9% | $88,946-71.6% | $142,382-82.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.02% | 70.18%-54.2pp | 57.82%-41.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,690 | $2,918-7.8% | $2,555+5.3% | $4,299-37.4% |
| Participant deferral / active EE | $3,379 | $5,230-35.4% | $4,581-26.2% | $6,507-48.1% |
| Admin fee / account holder | $2,688 | $9,693-72.3% | $8,261-67.5% | $12,624-78.7% |