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 | $28,268 | $91,538-69.1% | $129,995-78.3% | $75,163-62.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 27.90% | -631.11%+659.0pp | -137.18%+165.1pp | 160.62%-132.7pp |
| Employer contribution / active EE | $2,921 | $2,845+2.6% | $4,320-32.4% | $2,670+9.4% |
| Participant deferral / active EE | $4,839 | $4,341+11.5% | $5,820-16.9% | $4,125+17.3% |
| Admin fee / account holder | $549 | $6,790-91.9% | $10,614-94.8% | $5,651-90.3% |