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 | $32,324 | $165,984-80.5% | $164,813-80.4% | $145,922-77.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.91% | 100.03%-76.1pp | 69.93%-46.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,102 | $5,273-41.2% | $4,341-28.5% | $4,660-33.4% |
| Participant deferral / active EE | $9,100 | $6,959+30.8% | $6,031+50.9% | $6,688+36.1% |
| Admin fee / account holder | $2,985 | $16,648-82.1% | $12,690-76.5% | $13,397-77.7% |