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 | $39,063 | $98,750-60.4% | $149,696-73.9% | $79,858-51.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.10% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,338 | $3,216+66.0% | $4,644+14.9% | $2,471+116.0% |
| Participant deferral / active EE | $5,660 | $5,680-0.4% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $531 | $6,053-91.2% | $9,309-94.3% | $5,306-90.0% |