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 | $26,474 | $114,381-76.9% | $107,525-75.4% | $142,382-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.31% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,349 | $4,015-16.6% | $3,754-10.8% | $4,299-22.1% |
| Participant deferral / active EE | $7,912 | $5,564+42.2% | $5,116+54.7% | $6,507+21.6% |
| Admin fee / account holder | $810 | $9,860-91.8% | $8,919-90.9% | $12,624-93.6% |