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 4-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 | $23,096 | $100,773-77.1% | $88,946-74.0% | $142,382-83.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.95% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,542 | $2,918+55.7% | $2,555+77.8% | $4,299+5.6% |
| Participant deferral / active EE | $5,677 | $5,230+8.5% | $4,581+23.9% | $6,507-12.8% |
| Admin fee / account holder | $4,059 | $9,693-58.1% | $8,261-50.9% | $12,624-67.8% |