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 | $26,162 | $105,181-75.1% | $159,436-83.6% | $85,850-69.5% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 14.34% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,730 | $3,318+12.4% | $4,829-22.8% | $2,565+45.4% |
| Participant deferral / active EE | $6,030 | $5,945+1.4% | $7,352-18.0% | $3,952+52.6% |
| Admin fee / account holder | $397 | $6,933-94.3% | $10,799-96.3% | $6,260-93.7% |