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 | $38,756 | $115,770-66.5% | $101,248-61.7% | $158,922-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.03% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $8,841 | $4,175+111.8% | $3,660+141.6% | $4,761+85.7% |
| Participant deferral / active EE | $1,846 | $4,957-62.8% | $4,370-57.8% | $5,982-69.1% |
| Admin fee / account holder | $1,677 | $7,245-76.9% | $5,945-71.8% | $11,246-85.1% |