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 | $29,813 | $102,966-71.0% | $90,281-67.0% | $152,861-80.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.27% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,193 | $3,139+1.7% | $2,854+11.9% | $4,762-33.0% |
| Participant deferral / active EE | $4,078 | $4,281-4.8% | $3,885+5.0% | $5,850-30.3% |
| Admin fee / account holder | $9,240 | $6,171+49.7% | $5,351+72.7% | $11,596-20.3% |