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 | $36,859 | $197,591-81.3% | $177,821-79.3% | $158,922-76.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.30% | 58.76%-48.5pp | 48.32%-38.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,345 | $6,697-65.0% | $5,918-60.4% | $4,761-50.8% |
| Participant deferral / active EE | $10,646 | $8,405+26.7% | $7,714+38.0% | $5,982+78.0% |
| Admin fee / account holder | $454 | $15,399-97.1% | $12,427-96.3% | $11,246-96.0% |