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 | $34,445 | $89,355-61.5% | $141,162-75.6% | $72,985-52.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 132.20% | 111.85%+20.4pp | 71.39%+60.8pp | 81.00%+51.2pp |
| Employer contribution / active EE | $2,946 | $3,114-5.4% | $4,735-37.8% | $2,440+20.8% |
| Participant deferral / active EE | $6,614 | $5,418+22.1% | $6,709-1.4% | $3,607+83.3% |
| Admin fee / account holder | $765 | $5,958-87.2% | $10,261-92.5% | $5,124-85.1% |