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 | $29,671 | $148,534-80.0% | $135,903-78.2% | $139,434-78.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.46% | 79.19%-51.7pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $6,233 | $5,243+18.9% | $4,856+28.4% | $4,751+31.2% |
| Participant deferral / active EE | $14,765 | $8,100+82.3% | $7,758+90.3% | $6,710+120.0% |
| Admin fee / account holder | $4,130 | $12,400-66.7% | $10,762-61.6% | $11,403-63.8% |