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 | $27,753 | $138,044-79.9% | $125,339-77.9% | $134,475-79.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.86% | 750.33%-732.5pp | 572.05%-554.2pp | 417.96%-400.1pp |
| Employer contribution / active EE | $5,678 | $5,243+8.3% | $4,814+18.0% | $4,740+19.8% |
| Participant deferral / active EE | $12,499 | $7,799+60.3% | $7,446+67.9% | $6,400+95.3% |
| Admin fee / account holder | $3,785 | $11,571-67.3% | $10,010-62.2% | $11,426-66.9% |