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 | $21,340 | $100,773-78.8% | $88,946-76.0% | $142,382-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.69% | 70.18%-48.5pp | 57.82%-36.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,949 | $2,918+35.3% | $2,555+54.6% | $4,299-8.1% |
| Participant deferral / active EE | $4,089 | $5,230-21.8% | $4,581-10.8% | $6,507-37.2% |
| Admin fee / account holder | $2,710 | $9,693-72.0% | $8,261-67.2% | $12,624-78.5% |