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 5-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 | $26,478 | $93,571-71.7% | $135,903-80.5% | $75,163-64.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.48% | 30.90%-0.4pp | 68.23%-37.8pp | 160.62%-130.1pp |
| Employer contribution / active EE | $7,344 | $3,537+107.7% | $4,856+51.2% | $2,670+175.1% |
| Participant deferral / active EE | $8,404 | $6,404+31.2% | $7,758+8.3% | $4,125+103.7% |
| Admin fee / account holder | $2,146 | $6,975-69.2% | $10,762-80.1% | $5,651-62.0% |