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 4-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 | $28,778 | $148,534-80.6% | $135,903-78.8% | $139,434-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.57% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,537 | $5,243-70.7% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $4,414 | $8,100-45.5% | $7,758-43.1% | $6,710-34.2% |
| Admin fee / account holder | $7,355 | $12,400-40.7% | $10,762-31.7% | $11,403-35.5% |