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 | $32,713 | $109,327-70.1% | $89,391-63.4% | $158,922-79.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.57% | 345.68%-332.1pp | 245.62%-232.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $5,247 | $3,170+65.5% | $2,586+102.9% | $4,761+10.2% |
| Participant deferral / active EE | $3,716 | $4,598-19.2% | $3,890-4.5% | $5,982-37.9% |
| Admin fee / account holder | $430 | $6,153-93.0% | $4,881-91.2% | $11,246-96.2% |