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 | $38,456 | $214,378-82.1% | $200,582-80.8% | $142,382-73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.13% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,708 | $6,841-1.9% | $6,419+4.5% | $4,299+56.0% |
| Participant deferral / active EE | $78,885 | $9,865+699.7% | $9,331+745.4% | $6,507+1112.3% |
| Admin fee / account holder | $3,131,270 | $17,692+17598.8% | $16,305+19104.8% | $12,624+24704.7% |