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 7-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 | $33,521 | $115,770-71.0% | $101,248-66.9% | $158,922-78.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.35% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,185 | $4,175+24.2% | $3,660+41.7% | $4,761+8.9% |
| Participant deferral / active EE | $1,631 | $4,957-67.1% | $4,370-62.7% | $5,982-72.7% |
| Admin fee / account holder | $1,079 | $7,245-85.1% | $5,945-81.9% | $11,246-90.4% |