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 | $23,230 | $157,256-85.2% | $141,162-83.5% | $152,861-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.95% | 64.32%-22.4pp | 71.39%-29.4pp | 345.32%-303.4pp |
| Employer contribution / active EE | $7,209 | $5,261+37.0% | $4,735+52.3% | $4,762+51.4% |
| Participant deferral / active EE | $7,339 | $7,109+3.2% | $6,709+9.4% | $5,850+25.4% |
| Admin fee / account holder | $1,037 | $12,120-91.4% | $10,261-89.9% | $11,596-91.1% |