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 3-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 | $31,245 | $93,170-66.5% | $100,534-68.9% | $84,808-63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 95.29% | 47.13%+48.2pp | 32.66%+62.6pp | 40.90%+54.4pp |
| Employer contribution / active EE | $5,513 | $3,985+38.4% | $4,346+26.8% | $2,631+109.6% |
| Participant deferral / active EE | $12,020 | $5,699+110.9% | $6,144+95.6% | $4,212+185.4% |
| Admin fee / account holder | $1,516 | $7,382-79.5% | $7,654-80.2% | $7,344-79.4% |