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 | $25,965 | $102,604-74.7% | $86,188-69.9% | $139,434-81.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.14% | 1922.51%-1905.4pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,231 | $3,032-59.4% | $2,380-48.3% | $4,751-74.1% |
| Participant deferral / active EE | $4,912 | $4,676+5.0% | $3,985+23.2% | $6,710-26.8% |
| Admin fee / account holder | $1,996 | $8,657-76.9% | $6,852-70.9% | $11,403-82.5% |