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 4-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 | $32,115 | $100,773-68.1% | $88,946-63.9% | $142,382-77.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.27% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,880 | $2,918+67.3% | $2,555+91.0% | $4,299+13.5% |
| Participant deferral / active EE | $8,242 | $5,230+57.6% | $4,581+79.9% | $6,507+26.7% |
| Admin fee / account holder | $2,168 | $9,693-77.6% | $8,261-73.8% | $12,624-82.8% |