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 7-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 | $31,598 | $105,126-69.9% | $94,646-66.6% | $139,434-77.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 61.37% | 38.03%+23.3pp | 156.71%-95.3pp | 372.94%-311.6pp |
| Employer contribution / active EE | $3,209 | $4,106-21.8% | $3,672-12.6% | $4,751-32.5% |
| Participant deferral / active EE | $7,348 | $7,599-3.3% | $7,418-0.9% | $6,710+9.5% |
| Admin fee / account holder | $430 | $8,984-95.2% | $7,231-94.0% | $11,403-96.2% |