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 | $43,233 | $169,032-74.4% | $129,207-66.5% | $145,922-70.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.32% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,203 | $5,537-42.2% | $4,153-22.9% | $4,660-31.3% |
| Participant deferral / active EE | $6,219 | $4,987+24.7% | $4,168+49.2% | $6,688-7.0% |
| Admin fee / account holder | $16,267 | $9,954+63.4% | $7,715+110.9% | $13,397+21.4% |