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 | $36,219 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.17% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,651 | $5,706-71.1% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $4,301 | $5,954-27.8% | $5,202-17.3% | $5,982-28.1% |
| Admin fee / account holder | $372 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |