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 10-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 | $26,242 | $109,327-76.0% | $89,391-70.6% | $158,922-83.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.63% | 345.68%-340.0pp | 245.62%-240.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $732 | $3,170-76.9% | $2,586-71.7% | $4,761-84.6% |
| Participant deferral / active EE | $1,754 | $4,598-61.8% | $3,890-54.9% | $5,982-70.7% |
| Admin fee / account holder | $350 | $6,153-94.3% | $4,881-92.8% | $11,246-96.9% |