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 | $31,613 | $176,812-82.1% | $146,665-78.4% | $167,490-81.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.43% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $12,679 | $5,160+145.7% | $4,136+206.5% | $4,837+162.1% |
| Participant deferral / active EE | $4,490 | $6,440-30.3% | $5,506-18.5% | $6,341-29.2% |
| Admin fee / account holder | $482 | $13,259-96.4% | $10,280-95.3% | $12,309-96.1% |