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 4-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 | $33,238 | $100,773-67.0% | $88,946-62.6% | $142,382-76.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 82.25% | 70.18%+12.1pp | 57.82%+24.4pp | 217.08%-134.8pp |
| Employer contribution / active EE | $2,014 | $2,918-31.0% | $2,555-21.2% | $4,299-53.2% |
| Participant deferral / active EE | $4,187 | $5,230-20.0% | $4,581-8.6% | $6,507-35.7% |
| Admin fee / account holder | $10,731 | $9,693+10.7% | $8,261+29.9% | $12,624-15.0% |