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 | $25,900 | $226,064-88.5% | $182,532-85.8% | $152,861-83.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.51% | 192.51%-181.0pp | 148.54%-137.0pp | 345.32%-333.8pp |
| Employer contribution / active EE | $15,189 | $4,978+205.1% | $4,076+272.6% | $4,762+219.0% |
| Participant deferral / active EE | $2,581 | $6,368-59.5% | $5,524-53.3% | $5,850-55.9% |
| Admin fee / account holder | $2,143 | $10,703-80.0% | $8,592-75.1% | $11,596-81.5% |