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 | $45,823 | $148,534-69.1% | $135,903-66.3% | $139,434-67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.95% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $11,039 | $5,243+110.5% | $4,856+127.3% | $4,751+132.4% |
| Participant deferral / active EE | $17,472 | $8,100+115.7% | $7,758+125.2% | $6,710+160.4% |
| Admin fee / account holder | $320 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |