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 | $25,292 | $74,888-66.2% | $71,209-64.5% | $142,382-82.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 41.62% | 345.14%-303.5pp | 282.51%-240.9pp | 217.08%-175.5pp |
| Employer contribution / active EE | $883 | $2,854-69.1% | $2,721-67.6% | $4,299-79.5% |
| Participant deferral / active EE | $2,552 | $4,454-42.7% | $4,175-38.9% | $6,507-60.8% |
| Admin fee / account holder | $1,376 | $5,568-75.3% | $5,349-74.3% | $12,624-89.1% |