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 | $33,719 | $157,256-78.6% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.60% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,381 | $5,261-16.7% | $4,735-7.5% | $4,762-8.0% |
| Participant deferral / active EE | $7,050 | $7,109-0.8% | $6,709+5.1% | $5,850+20.5% |
| Admin fee / account holder | $944 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |