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 8-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 | $35,695 | $102,966-65.3% | $90,281-60.5% | $152,861-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.96% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $7,998 | $3,139+154.8% | $2,854+180.2% | $4,762+67.9% |
| Participant deferral / active EE | $5,381 | $4,281+25.7% | $3,885+38.5% | $5,850-8.0% |
| Admin fee / account holder | $438 | $6,171-92.9% | $5,351-91.8% | $11,596-96.2% |