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 9-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 | $37,386 | $73,933-49.4% | $96,683-61.3% | $75,163-50.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.63% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $9,891 | $2,928+237.8% | $3,737+164.7% | $2,670+270.5% |
| Participant deferral / active EE | $2,644 | $3,659-27.7% | $4,878-45.8% | $4,125-35.9% |
| Admin fee / account holder | $564 | $5,216-89.2% | $6,730-91.6% | $5,651-90.0% |