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 | $31,152 | $124,185-74.9% | $108,410-71.3% | $167,490-81.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.45% | 1379.64%-1364.2pp | 905.27%-889.8pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,520 | $4,187-15.9% | $3,558-1.1% | $4,837-27.2% |
| Participant deferral / active EE | $5,830 | $6,908-15.6% | $6,563-11.2% | $6,341-8.1% |
| Admin fee / account holder | $18,540 | $9,455+96.1% | $7,295+154.1% | $12,309+50.6% |