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 | $26,901 | $142,405-81.1% | $115,157-76.6% | $152,861-82.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.96% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,652 | $4,010-33.9% | $3,179-16.6% | $4,762-44.3% |
| Participant deferral / active EE | $4,550 | $5,164-11.9% | $4,168+9.2% | $5,850-22.2% |
| Admin fee / account holder | $332 | $8,462-96.1% | $7,088-95.3% | $11,596-97.1% |