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 | $32,898 | $159,901-79.4% | $146,958-77.6% | $145,922-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $4,072 | $5,286-23.0% | $4,933-17.5% | $4,660-12.6% |
| Participant deferral / active EE | $6,119 | $8,428-27.4% | $8,070-24.2% | $6,688-8.5% |
| Admin fee / account holder | $2,944 | $15,044-80.4% | $12,998-77.4% | $13,397-78.0% |