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 8-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 | $32,954 | $108,919-69.7% | $100,391-67.2% | $145,922-77.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,915 | $4,419-11.4% | $3,942-0.7% | $4,660-16.0% |
| Participant deferral / active EE | $6,176 | $8,445-26.9% | $8,082-23.6% | $6,688-7.7% |
| Admin fee / account holder | $9,684 | $9,689-0.1% | $7,899+22.6% | $13,397-27.7% |