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 | $32,550 | $127,065-74.4% | $113,168-71.2% | $142,382-77.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 45.55% | 24.03%+21.5pp | 24.27%+21.3pp | 217.08%-171.5pp |
| Employer contribution / active EE | $6,248 | $3,442+81.5% | $2,975+110.0% | $4,299+45.3% |
| Participant deferral / active EE | $16,290 | $5,716+185.0% | $5,107+219.0% | $6,507+150.3% |
| Admin fee / account holder | $8,413 | $15,736-46.5% | $12,068-30.3% | $12,624-33.4% |