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 | $35,417 | $109,327-67.6% | $89,391-60.4% | $158,922-77.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.33% | 345.68%-337.3pp | 245.62%-237.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,444 | $3,170+40.2% | $2,586+71.9% | $4,761-6.7% |
| Participant deferral / active EE | $7,025 | $4,598+52.8% | $3,890+80.6% | $5,982+17.4% |
| Admin fee / account holder | $10,893 | $6,153+77.0% | $4,881+123.1% | $11,246-3.1% |