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 | $37,424 | $157,256-76.2% | $141,162-73.5% | $152,861-75.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.65% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,726 | $5,261-10.2% | $4,735-0.2% | $4,762-0.8% |
| Participant deferral / active EE | $4,488 | $7,109-36.9% | $6,709-33.1% | $5,850-23.3% |
| Admin fee / account holder | $409 | $12,120-96.6% | $10,261-96.0% | $11,596-96.5% |