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 8-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 | $35,184 | $226,064-84.4% | $182,532-80.7% | $152,861-77.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.49% | 192.51%-167.0pp | 148.54%-123.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $4,444 | $4,978-10.7% | $4,076+9.0% | $4,762-6.7% |
| Participant deferral / active EE | $8,470 | $6,368+33.0% | $5,524+53.3% | $5,850+44.8% |
| Admin fee / account holder | $4,427 | $10,703-58.6% | $8,592-48.5% | $11,596-61.8% |