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 | $31,758 | $108,919-70.8% | $100,391-68.4% | $145,922-78.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 33.26% | 57.88%-24.6pp | 49.20%-15.9pp | 561.29%-528.0pp |
| Employer contribution / active EE | $6,028 | $4,419+36.4% | $3,942+52.9% | $4,660+29.4% |
| Participant deferral / active EE | $12,947 | $8,445+53.3% | $8,082+60.2% | $6,688+93.6% |
| Admin fee / account holder | $2,193 | $9,689-77.4% | $7,899-72.2% | $13,397-83.6% |