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 | $26,463 | $105,126-74.8% | $94,646-72.0% | $139,434-81.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.03%-17.0pp | 156.71%-135.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,046 | $4,106-1.4% | $3,672+10.2% | $4,751-14.8% |
| Participant deferral / active EE | $6,551 | $7,599-13.8% | $7,418-11.7% | $6,710-2.4% |
| Admin fee / account holder | $1,839 | $8,984-79.5% | $7,231-74.6% | $11,403-83.9% |