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 3-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 | $29,286 | $104,974-72.1% | $95,585-69.4% | $142,382-79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.50% | 210.33%-188.8pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,357 | $2,779-51.2% | $2,527-46.3% | $4,299-68.4% |
| Participant deferral / active EE | $4,644 | $4,352+6.7% | $4,023+15.4% | $6,507-28.6% |
| Admin fee / account holder | $710 | $6,386-88.9% | $6,127-88.4% | $12,624-94.4% |