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 7-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 | $33,025 | $159,602-79.3% | $150,045-78.0% | $142,382-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $8,025 | $4,961+61.8% | $4,693+71.0% | $4,299+86.7% |
| Participant deferral / active EE | $7,396 | $8,310-11.0% | $7,997-7.5% | $6,507+13.7% |
| Admin fee / account holder | $35,790 | $14,846+141.1% | $13,435+166.4% | $12,624+183.5% |