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 | $24,329 | $133,922-81.8% | $116,228-79.1% | $142,382-82.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.12% | 147.76%-127.6pp | 90.06%-69.9pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,977 | $3,446-13.6% | $2,994-0.6% | $4,299-30.7% |
| Participant deferral / active EE | $3,287 | $5,672-42.0% | $4,953-33.6% | $6,507-49.5% |
| Admin fee / account holder | $2,497 | $14,945-83.3% | $11,989-79.2% | $12,624-80.2% |