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 5-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 | $41,913 | $183,519-77.2% | $155,509-73.0% | $145,922-71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,821 | $5,313+9.6% | $4,672+24.6% | $4,660+24.9% |
| Participant deferral / active EE | $5,655 | $6,462-12.5% | $5,626+0.5% | $6,688-15.4% |
| Admin fee / account holder | $340 | $19,313-98.2% | $15,912-97.9% | $13,397-97.5% |