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 8-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 | $30,122 | $179,726-83.2% | $156,263-80.7% | $142,382-78.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.99% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,136 | $5,069-38.1% | $4,333-27.6% | $4,299-27.0% |
| Participant deferral / active EE | $6,203 | $6,956-10.8% | $6,158+0.7% | $6,507-4.7% |
| Admin fee / account holder | $21,628 | $17,272+25.2% | $14,255+51.7% | $12,624+71.3% |