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 | $26,718 | $39,019-31.5% | $80,716-66.9% | $85,850-68.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.17% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,288 | $722+493.9% | $1,160+269.6% | $2,565+67.2% |
| Participant deferral / active EE | $4,122 | $1,326+211.0% | $2,146+92.1% | $3,952+4.3% |
| Admin fee / account holder | $462 | $2,431-81.0% | $3,380-86.3% | $6,260-92.6% |