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 | $35,276 | $198,466-82.2% | $170,442-79.3% | $147,584-76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.88% | 257.29%-234.4pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $5,553 | $6,184-10.2% | $5,433+2.2% | $4,876+13.9% |
| Participant deferral / active EE | $7,449 | $5,629+32.3% | $4,939+50.8% | $5,439+37.0% |
| Admin fee / account holder | $962 | $16,852-94.3% | $13,880-93.1% | $10,885-91.2% |