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 | $32,476 | $138,044-76.5% | $125,339-74.1% | $134,475-75.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.59% | 750.33%-745.7pp | 572.05%-567.5pp | 417.96%-413.4pp |
| Employer contribution / active EE | $7,309 | $5,243+39.4% | $4,814+51.8% | $4,740+54.2% |
| Participant deferral / active EE | $4,745 | $7,799-39.2% | $7,446-36.3% | $6,400-25.9% |
| Admin fee / account holder | $3,547 | $11,571-69.3% | $10,010-64.6% | $11,426-69.0% |