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 | $26,551 | $177,572-85.0% | $154,803-82.8% | $142,382-81.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,176 | $4,810+28.4% | $4,305+43.4% | $4,299+43.7% |
| Participant deferral / active EE | $13,953 | $6,272+122.5% | $5,540+151.8% | $6,507+114.4% |
| Admin fee / account holder | $349 | $16,786-97.9% | $14,329-97.6% | $12,624-97.2% |