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 | $39,406 | $209,411-81.2% | $178,490-77.9% | $158,922-75.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.22% | 188.75%-171.5pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,092 | $5,706-63.3% | $5,011-58.2% | $4,761-56.1% |
| Participant deferral / active EE | $2,693 | $5,954-54.8% | $5,202-48.2% | $5,982-55.0% |
| Admin fee / account holder | $30,527 | $17,074+78.8% | $13,984+118.3% | $11,246+171.5% |