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 | $31,233 | $177,572-82.4% | $154,803-79.8% | $142,382-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.41% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,119 | $4,810-56.0% | $4,305-50.8% | $4,299-50.7% |
| Participant deferral / active EE | $10,107 | $6,272+61.2% | $5,540+82.4% | $6,507+55.3% |
| Admin fee / account holder | $24,744 | $16,786+47.4% | $14,329+72.7% | $12,624+96.0% |