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 | $32,074 | $144,119-77.7% | $117,854-72.8% | $147,584-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.66% | 531.15%-509.5pp | 335.08%-313.4pp | 578.55%-556.9pp |
| Employer contribution / active EE | $4,009 | $4,896-18.1% | $3,786+5.9% | $4,876-17.8% |
| Participant deferral / active EE | $8,755 | $5,316+64.7% | $4,482+95.4% | $5,439+61.0% |
| Admin fee / account holder | $2,379 | $10,886-78.1% | $8,020-70.3% | $10,885-78.1% |