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 7-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 | $33,210 | $109,982-69.8% | $97,226-65.8% | $145,922-77.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.50% | 242.90%-223.4pp | 75.13%-55.6pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,061 | $3,084-33.2% | $2,729-24.5% | $4,660-55.8% |
| Participant deferral / active EE | $6,172 | $4,676+32.0% | $4,264+44.8% | $6,688-7.7% |
| Admin fee / account holder | $5,938 | $6,221-4.5% | $5,654+5.0% | $13,397-55.7% |