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 10-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 | $30,983 | $177,572-82.6% | $154,803-80.0% | $142,382-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 112.19% | 65.07%+47.1pp | 58.88%+53.3pp | 217.08%-104.9pp |
| Employer contribution / active EE | $3,915 | $4,810-18.6% | $4,305-9.1% | $4,299-8.9% |
| Participant deferral / active EE | $7,982 | $6,272+27.3% | $5,540+44.1% | $6,507+22.7% |
| Admin fee / account holder | $410,226 | $16,786+2343.9% | $14,329+2762.9% | $12,624+3149.6% |