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 3-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 | $42,879 | $99,877-57.1% | $84,966-49.5% | $145,922-70.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.17% | 83.76%-65.6pp | 66.38%-48.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,066 | $3,231-36.1% | $2,727-24.2% | $4,660-55.7% |
| Participant deferral / active EE | $21,997 | $5,291+315.8% | $4,519+386.7% | $6,688+228.9% |
| Admin fee / account holder | $371 | $7,248-94.9% | $6,149-94.0% | $13,397-97.2% |