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 3-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 | $30,574 | $159,901-80.9% | $146,958-79.2% | $145,922-79.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.49% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,522 | $5,286-14.4% | $4,933-8.3% | $4,660-2.9% |
| Participant deferral / active EE | $10,953 | $8,428+30.0% | $8,070+35.7% | $6,688+63.8% |
| Admin fee / account holder | $30,009 | $15,044+99.5% | $12,998+130.9% | $13,397+124.0% |