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 | $33,083 | $99,020-66.6% | $86,590-61.8% | $147,584-77.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.32% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,393 | $3,132+8.3% | $2,839+19.5% | $4,876-30.4% |
| Participant deferral / active EE | $4,743 | $3,972+19.4% | $3,609+31.4% | $5,439-12.8% |
| Admin fee / account holder | $315 | $5,710-94.5% | $4,906-93.6% | $10,885-97.1% |