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 | $33,094 | $183,519-82.0% | $155,509-78.7% | $145,922-77.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.37% | 61.17%-38.8pp | 64.67%-42.3pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,878 | $5,313-27.0% | $4,672-17.0% | $4,660-16.8% |
| Participant deferral / active EE | $3,916 | $6,462-39.4% | $5,626-30.4% | $6,688-41.4% |
| Admin fee / account holder | $443 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |