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 | $33,066 | $114,047-71.0% | $96,139-65.6% | $167,490-80.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 30.35% | 189.88%-159.5pp | 191.94%-161.6pp | 478.56%-448.2pp |
| Employer contribution / active EE | $2,553 | $3,427-25.5% | $2,797-8.7% | $4,837-47.2% |
| Participant deferral / active EE | $3,395 | $5,194-34.6% | $4,349-21.9% | $6,341-46.5% |
| Admin fee / account holder | $7,252 | $6,897+5.2% | $5,537+31.0% | $12,309-41.1% |