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 | $28,204 | $54,705-48.4% | $71,209-60.4% | $84,808-66.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 33.62% | 35.90%-2.3pp | 282.51%-248.9pp | 40.90%-7.3pp |
| Employer contribution / active EE | $2,024 | $2,158-6.2% | $2,721-25.6% | $2,631-23.1% |
| Participant deferral / active EE | $5,137 | $3,030+69.5% | $4,175+23.0% | $4,212+22.0% |
| Admin fee / account holder | $470 | $4,863-90.3% | $5,349-91.2% | $7,344-93.6% |