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 | $33,526 | $102,966-67.4% | $90,281-62.9% | $152,861-78.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.30% | 95.16%-81.9pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $9,530 | $3,139+203.6% | $2,854+233.9% | $4,762+100.1% |
| Participant deferral / active EE | $7,747 | $4,281+80.9% | $3,885+99.4% | $5,850+32.4% |
| Admin fee / account holder | $78,801 | $6,171+1177.0% | $5,351+1372.6% | $11,596+579.5% |