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 7-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 | $28,965 | $165,335-82.5% | $149,696-80.7% | $158,922-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.24% | 348.15%-319.9pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $5,565 | $5,103+9.1% | $4,644+19.8% | $4,761+16.9% |
| Participant deferral / active EE | $12,835 | $7,181+78.7% | $6,842+87.6% | $5,982+114.5% |
| Admin fee / account holder | $1,919 | $10,807-82.2% | $9,309-79.4% | $11,246-82.9% |