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 | $22,103 | $107,334-79.4% | $92,893-76.2% | $152,861-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.75% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $9,878 | $4,221+134.0% | $3,653+170.4% | $4,762+107.4% |
| Participant deferral / active EE | $4,803 | $4,845-0.9% | $4,236+13.4% | $5,850-17.9% |
| Admin fee / account holder | $313 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |