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 | $26,711 | $93,571-71.5% | $135,903-80.3% | $75,163-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.03% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,199 | $3,537+18.7% | $4,856-13.5% | $2,670+57.3% |
| Participant deferral / active EE | $4,761 | $6,404-25.7% | $7,758-38.6% | $4,125+15.4% |
| Admin fee / account holder | $805 | $6,975-88.5% | $10,762-92.5% | $5,651-85.8% |