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 | $37,758 | $100,852-62.6% | $90,404-58.2% | $158,922-76.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.15% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,644 | $3,689-1.2% | $3,262+11.7% | $4,761-23.5% |
| Participant deferral / active EE | $9,181 | $4,348+111.2% | $3,963+131.6% | $5,982+53.5% |
| Admin fee / account holder | $569 | $6,501-91.3% | $5,611-89.9% | $11,246-94.9% |