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 | $30,078 | $99,877-69.9% | $84,966-64.6% | $145,922-79.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,493 | $3,231+8.1% | $2,727+28.1% | $4,660-25.0% |
| Participant deferral / active EE | $3,103 | $5,291-41.4% | $4,519-31.3% | $6,688-53.6% |
| Admin fee / account holder | $2,475 | $7,248-65.9% | $6,149-59.8% | $13,397-81.5% |