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 | $30,099 | $175,202-82.8% | $149,673-79.9% | $139,434-78.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.52% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $5,612 | $5,474+2.5% | $4,818+16.5% | $4,751+18.1% |
| Participant deferral / active EE | $6,000 | $6,519-8.0% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $317 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |