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 4-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 | $43,106 | $202,432-78.7% | $169,368-74.5% | $139,434-69.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.53% | 531.74%-506.2pp | 405.60%-380.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $4,776 | $4,692+1.8% | $4,013+19.0% | $4,751+0.5% |
| Participant deferral / active EE | $21,445 | $6,938+209.1% | $6,221+244.7% | $6,710+219.6% |
| Admin fee / account holder | $1,143 | $10,708-89.3% | $9,003-87.3% | $11,403-90.0% |