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 10-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 | $37,711 | $159,901-76.4% | $146,958-74.3% | $145,922-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,253 | $5,286-19.5% | $4,933-13.8% | $4,660-8.7% |
| Participant deferral / active EE | $6,251 | $8,428-25.8% | $8,070-22.5% | $6,688-6.5% |
| Admin fee / account holder | $6,538 | $15,044-56.5% | $12,998-49.7% | $13,397-51.2% |