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 | $36,411 | $105,181-65.4% | $159,436-77.2% | $85,850-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.16% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $4,505 | $3,318+35.8% | $4,829-6.7% | $2,565+75.6% |
| Participant deferral / active EE | $5,093 | $5,945-14.3% | $7,352-30.7% | $3,952+28.9% |
| Admin fee / account holder | $9,355 | $6,933+34.9% | $10,799-13.4% | $6,260+49.4% |