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 | $26,167 | $106,515-75.4% | $96,683-72.9% | $139,434-81.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.14% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,304 | $4,103-68.2% | $3,737-65.1% | $4,751-72.6% |
| Participant deferral / active EE | $3,160 | $5,454-42.1% | $4,878-35.2% | $6,710-52.9% |
| Admin fee / account holder | $2,378 | $7,877-69.8% | $6,730-64.7% | $11,403-79.1% |