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 | $39,681 | $183,519-78.4% | $155,509-74.5% | $145,922-72.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,182 | $5,313+16.4% | $4,672+32.3% | $4,660+32.7% |
| Participant deferral / active EE | $5,060 | $6,462-21.7% | $5,626-10.1% | $6,688-24.3% |
| Admin fee / account holder | $632 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |