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 | $25,392 | $176,056-85.6% | $159,436-84.1% | $167,490-84.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.33% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,272 | $5,297-57.1% | $4,829-53.0% | $4,837-53.0% |
| Participant deferral / active EE | $6,959 | $7,750-10.2% | $7,352-5.3% | $6,341+9.7% |
| Admin fee / account holder | $326 | $12,554-97.4% | $10,799-97.0% | $12,309-97.4% |