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 | $35,146 | $124,185-71.7% | $108,410-67.6% | $167,490-79.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.25% | 1379.64%-1365.4pp | 905.27%-891.0pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,213 | $4,187+0.6% | $3,558+18.4% | $4,837-12.9% |
| Participant deferral / active EE | $4,668 | $6,908-32.4% | $6,563-28.9% | $6,341-26.4% |
| Admin fee / account holder | $333 | $9,455-96.5% | $7,295-95.4% | $12,309-97.3% |