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 | $31,234 | $102,616-69.6% | $81,983-61.9% | $158,922-80.3% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 17.53% | 61.04%-43.5pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,736 | $3,240+262.2% | $2,498+369.8% | $4,761+146.5% |
| Participant deferral / active EE | $4,606 | $4,648-0.9% | $3,722+23.8% | $5,982-23.0% |
| Admin fee / account holder | $1,804 | $8,235-78.1% | $5,664-68.1% | $11,246-84.0% |