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 | $39,197 | $175,202-77.6% | $149,673-73.8% | $139,434-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.60% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,342 | $5,474-75.5% | $4,818-72.1% | $4,751-71.7% |
| Participant deferral / active EE | $6,259 | $6,519-4.0% | $5,680+10.2% | $6,710-6.7% |
| Admin fee / account holder | $1,150 | $16,150-92.9% | $13,210-91.3% | $11,403-89.9% |