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 | $29,451 | $185,822-84.2% | $169,993-82.7% | $139,434-78.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.80% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,674 | $7,590-64.8% | $6,785-60.6% | $4,751-43.7% |
| Participant deferral / active EE | $5,352 | $11,622-54.0% | $10,408-48.6% | $6,710-20.2% |
| Admin fee / account holder | $516 | $15,381-96.6% | $12,815-96.0% | $11,403-95.5% |