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 | $26,258 | $111,754-76.5% | $103,333-74.6% | $145,922-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,953 | $4,212-6.2% | $3,868+2.2% | $4,660-15.2% |
| Participant deferral / active EE | $4,893 | $5,619-12.9% | $5,057-3.2% | $6,688-26.8% |
| Admin fee / account holder | $2,090 | $9,750-78.6% | $8,355-75.0% | $13,397-84.4% |