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 | $27,450 | $77,634-64.6% | $156,549-82.5% | $62,891-56.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.49% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,368 | $3,444-31.2% | $5,501-57.0% | $2,281+3.8% |
| Participant deferral / active EE | $5,191 | $3,045+70.4% | $4,871+6.6% | $3,203+62.1% |
| Admin fee / account holder | $405 | $5,561-92.7% | $13,027-96.9% | $4,296-90.6% |