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 | $39,365 | $102,966-61.8% | $90,281-56.4% | $152,861-74.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.07% | 95.16%-80.1pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,065 | $3,139-2.3% | $2,854+7.4% | $4,762-35.6% |
| Participant deferral / active EE | $2,285 | $4,281-46.6% | $3,885-41.2% | $5,850-60.9% |
| Admin fee / account holder | $4,709 | $6,171-23.7% | $5,351-12.0% | $11,596-59.4% |