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 | $16,113 | $91,190-82.3% | $178,490-91.0% | $79,858-79.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.40% | 24.19%+2.2pp | 151.07%-124.7pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,631 | $3,256-19.2% | $5,011-47.5% | $2,471+6.5% |
| Participant deferral / active EE | $3,673 | $3,236+13.5% | $5,202-29.4% | $3,740-1.8% |
| Admin fee / account holder | $311 | $6,751-95.4% | $13,984-97.8% | $5,306-94.1% |