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 | $24,825 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.90% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,226 | $5,103-76.0% | $4,644-73.6% | $4,761-74.3% |
| Participant deferral / active EE | $3,750 | $7,181-47.8% | $6,842-45.2% | $5,982-37.3% |
| Admin fee / account holder | $792 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |