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 6-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 | $36,771 | $175,202-79.0% | $149,673-75.4% | $139,434-73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.82% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,081 | $5,474-43.7% | $4,818-36.1% | $4,751-35.1% |
| Participant deferral / active EE | $8,817 | $6,519+35.3% | $5,680+55.2% | $6,710+31.4% |
| Admin fee / account holder | $919 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |