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 | $22,275 | $77,314-71.2% | $177,989-87.5% | $80,856-72.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 27.61% | 18.09%+9.5pp | 294.48%-266.9pp | 35.59%-8.0pp |
| Employer contribution / active EE | $3,657 | $2,292+59.6% | $3,949-7.4% | $2,755+32.8% |
| Participant deferral / active EE | $5,745 | $4,411+30.2% | $6,276-8.5% | $4,296+33.7% |
| Admin fee / account holder | $2,056 | $7,191-71.4% | $10,363-80.2% | $6,918-70.3% |