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 6-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 | $32,685 | $175,202-81.3% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.69% | 166.71%-140.0pp | 134.42%-107.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $8,218 | $5,474+50.1% | $4,818+70.6% | $4,751+73.0% |
| Participant deferral / active EE | $9,725 | $6,519+49.2% | $5,680+71.2% | $6,710+44.9% |
| Admin fee / account holder | $1,760 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |