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 | $24,640 | $115,882-78.7% | $100,516-75.5% | $158,922-84.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 51.05% | 34.79%+16.3pp | 30.89%+20.2pp | 302.83%-251.8pp |
| Employer contribution / active EE | $4,174 | $4,103+1.7% | $3,418+22.1% | $4,761-12.3% |
| Participant deferral / active EE | $8,559 | $6,674+28.2% | $6,270+36.5% | $5,982+43.1% |
| Admin fee / account holder | $2,136 | $10,995-80.6% | $8,081-73.6% | $11,246-81.0% |