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 | $32,382 | $157,256-79.4% | $141,162-77.1% | $152,861-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.26% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,655 | $5,261-11.5% | $4,735-1.7% | $4,762-2.3% |
| Participant deferral / active EE | $4,204 | $7,109-40.9% | $6,709-37.3% | $5,850-28.1% |
| Admin fee / account holder | $678 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |