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 5-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 | $31,174 | $105,126-70.3% | $94,646-67.1% | $139,434-77.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.19% | 38.03%-11.8pp | 156.71%-130.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $5,121 | $4,106+24.7% | $3,672+39.5% | $4,751+7.8% |
| Participant deferral / active EE | $11,419 | $7,599+50.3% | $7,418+53.9% | $6,710+70.2% |
| Admin fee / account holder | $1,493 | $8,984-83.4% | $7,231-79.4% | $11,403-86.9% |