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 8-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 | $32,429 | $93,571-65.3% | $135,903-76.1% | $75,163-56.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.39% | 30.90%-1.5pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $2,674 | $3,537-24.4% | $4,856-44.9% | $2,670+0.2% |
| Participant deferral / active EE | $7,081 | $6,404+10.6% | $7,758-8.7% | $4,125+71.6% |
| Admin fee / account holder | $406 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |