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 | $31,476 | $112,096-71.9% | $95,952-67.2% | $158,922-80.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.60% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $6,570 | $3,198+105.4% | $2,541+158.6% | $4,761+38.0% |
| Participant deferral / active EE | $4,626 | $4,784-3.3% | $4,167+11.0% | $5,982-22.7% |
| Admin fee / account holder | $4,295 | $10,130-57.6% | $6,795-36.8% | $11,246-61.8% |