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 | $35,355 | $226,064-84.4% | $182,532-80.6% | $152,861-76.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.77% | 192.51%-176.7pp | 148.54%-132.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,536 | $4,978-29.0% | $4,076-13.2% | $4,762-25.7% |
| Participant deferral / active EE | $3,373 | $6,368-47.0% | $5,524-38.9% | $5,850-42.3% |
| Admin fee / account holder | $1,858 | $10,703-82.6% | $8,592-78.4% | $11,596-84.0% |