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 | $32,640 | $98,750-66.9% | $149,696-78.2% | $79,858-59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 42.12% | 27.43%+14.7pp | 276.60%-234.5pp | 31.71%+10.4pp |
| Employer contribution / active EE | $10,209 | $3,216+217.4% | $4,644+119.8% | $2,471+313.2% |
| Participant deferral / active EE | $13,085 | $5,680+130.4% | $6,842+91.3% | $3,740+249.9% |
| Admin fee / account holder | $6,333 | $6,053+4.6% | $9,309-32.0% | $5,306+19.4% |