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 | $27,298 | $74,888-63.5% | $71,209-61.7% | $142,382-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 36.85% | 345.14%-308.3pp | 282.51%-245.7pp | 217.08%-180.2pp |
| Employer contribution / active EE | $3,423 | $2,854+19.9% | $2,721+25.8% | $4,299-20.4% |
| Participant deferral / active EE | $7,785 | $4,454+74.8% | $4,175+86.5% | $6,507+19.6% |
| Admin fee / account holder | $3,529 | $5,568-36.6% | $5,349-34.0% | $12,624-72.0% |