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 | $29,504 | $105,998-72.2% | $92,233-68.0% | $147,584-80.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 59.62% | 50.05%+9.6pp | 176.28%-116.7pp | 578.55%-518.9pp |
| Employer contribution / active EE | $2,174 | $4,333-49.8% | $3,679-40.9% | $4,876-55.4% |
| Participant deferral / active EE | $7,082 | $4,478+58.2% | $3,897+81.7% | $5,439+30.2% |
| Admin fee / account holder | $904 | $6,332-85.7% | $5,194-82.6% | $10,885-91.7% |