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 5-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 | $42,853 | $175,202-75.5% | $149,673-71.4% | $139,434-69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.36% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,750 | $5,474-31.5% | $4,818-22.2% | $4,751-21.1% |
| Participant deferral / active EE | $10,361 | $6,519+58.9% | $5,680+82.4% | $6,710+54.4% |
| Admin fee / account holder | $311 | $16,150-98.1% | $13,210-97.6% | $11,403-97.3% |