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 | $38,913 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.29% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,917 | $5,706-48.9% | $5,011-41.8% | $4,761-38.7% |
| Participant deferral / active EE | $5,265 | $5,954-11.6% | $5,202+1.2% | $5,982-12.0% |
| Admin fee / account holder | $1,560 | $17,074-90.9% | $13,984-88.8% | $11,246-86.1% |