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 | $29,454 | $100,773-70.8% | $88,946-66.9% | $142,382-79.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.45% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,178 | $2,918+8.9% | $2,555+24.4% | $4,299-26.1% |
| Participant deferral / active EE | $4,750 | $5,230-9.2% | $4,581+3.7% | $6,507-27.0% |
| Admin fee / account holder | $1,577 | $9,693-83.7% | $8,261-80.9% | $12,624-87.5% |