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 | $31,315 | $150,440-79.2% | $136,294-77.0% | $147,584-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.41% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,429 | $5,256-15.7% | $4,695-5.7% | $4,876-9.2% |
| Participant deferral / active EE | $5,657 | $6,630-14.7% | $6,247-9.4% | $5,439+4.0% |
| Admin fee / account holder | $1,541 | $10,905-85.9% | $9,243-83.3% | $10,885-85.8% |