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 | $31,995 | $142,405-77.5% | $115,157-72.2% | $152,861-79.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 29.70% | 41.48%-11.8pp | 35.60%-5.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $7,680 | $4,010+91.5% | $3,179+141.6% | $4,762+61.3% |
| Participant deferral / active EE | $8,119 | $5,164+57.2% | $4,168+94.8% | $5,850+38.8% |
| Admin fee / account holder | $7,684 | $8,462-9.2% | $7,088+8.4% | $11,596-33.7% |