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 | $26,734 | $158,398-83.1% | $126,539-78.9% | $142,382-81.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.00% | 593.76%-572.8pp | 425.95%-404.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,588 | $4,650-1.3% | $3,674+24.9% | $4,299+6.7% |
| Participant deferral / active EE | $6,165 | $4,767+29.3% | $4,083+51.0% | $6,507-5.3% |
| Admin fee / account holder | $462 | $6,918-93.3% | $6,065-92.4% | $12,624-96.3% |