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 | $26,240 | $74,888-65.0% | $71,209-63.2% | $142,382-81.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.77% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,410 | $2,854+159.6% | $2,721+172.3% | $4,299+72.4% |
| Participant deferral / active EE | $9,895 | $4,454+122.1% | $4,175+137.0% | $6,507+52.1% |
| Admin fee / account holder | $11,646 | $5,568+109.1% | $5,349+117.7% | $12,624-7.7% |