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 3-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 | $28,378 | $100,773-71.8% | $88,946-68.1% | $142,382-80.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.15% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,759 | $2,918-5.4% | $2,555+8.0% | $4,299-35.8% |
| Participant deferral / active EE | $4,947 | $5,230-5.4% | $4,581+8.0% | $6,507-24.0% |
| Admin fee / account holder | $1,491 | $9,693-84.6% | $8,261-82.0% | $12,624-88.2% |