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 | $25,485 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.49% | 70.24%-50.7pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,283 | $4,961-74.1% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $7,846 | $8,310-5.6% | $7,997-1.9% | $6,507+20.6% |
| Admin fee / account holder | $3,777 | $14,846-74.6% | $13,435-71.9% | $12,624-70.1% |