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 | $35,836 | $102,966-65.2% | $90,281-60.3% | $152,861-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.18% | 95.16%-68.0pp | 78.10%-50.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $6,483 | $3,139+106.6% | $2,854+127.1% | $4,762+36.1% |
| Participant deferral / active EE | $1,362 | $4,281-68.2% | $3,885-65.0% | $5,850-76.7% |
| Admin fee / account holder | $540 | $6,171-91.3% | $5,351-89.9% | $11,596-95.3% |