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 | $34,444 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.88% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,685 | $4,810-65.0% | $4,305-60.9% | $4,299-60.8% |
| Participant deferral / active EE | $10,613 | $6,272+69.2% | $5,540+91.5% | $6,507+63.1% |
| Admin fee / account holder | $13,866 | $16,786-17.4% | $14,329-3.2% | $12,624+9.8% |