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 | $27,973 | $110,261-74.6% | $95,745-70.8% | $139,434-79.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.17% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,462 | $3,257+37.0% | $2,835+57.4% | $4,751-6.1% |
| Participant deferral / active EE | $8,768 | $4,676+87.5% | $4,245+106.6% | $6,710+30.7% |
| Admin fee / account holder | $1,235 | $6,613-81.3% | $5,678-78.2% | $11,403-89.2% |