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 | $25,310 | $100,773-74.9% | $88,946-71.5% | $142,382-82.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 50.46% | 70.18%-19.7pp | 57.82%-7.4pp | 217.08%-166.6pp |
| Employer contribution / active EE | $10,871 | $2,918+272.6% | $2,555+325.5% | $4,299+152.9% |
| Participant deferral / active EE | $5,365 | $5,230+2.6% | $4,581+17.1% | $6,507-17.6% |
| Admin fee / account holder | $852 | $9,693-91.2% | $8,261-89.7% | $12,624-93.3% |