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 | $25,620 | $107,934-76.3% | $91,989-72.1% | $152,861-83.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.44% | 89.24%-62.8pp | 69.02%-42.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $4,436 | $4,210+5.4% | $3,452+28.5% | $4,762-6.9% |
| Participant deferral / active EE | $15,285 | $6,364+140.2% | $5,923+158.1% | $5,850+161.3% |
| Admin fee / account holder | $617 | $10,520-94.1% | $7,743-92.0% | $11,596-94.7% |