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 6-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 | $28,983 | $227,553-87.3% | $189,557-84.7% | $167,490-82.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.14% | 78.40%-54.3pp | 64.17%-40.0pp | 478.56%-454.4pp |
| Employer contribution / active EE | $2,512 | $5,316-52.7% | $4,412-43.1% | $4,837-48.1% |
| Participant deferral / active EE | $13,625 | $7,002+94.6% | $6,174+120.7% | $6,341+114.9% |
| Admin fee / account holder | $1,117 | $11,878-90.6% | $9,807-88.6% | $12,309-90.9% |