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 | $29,441 | $169,032-82.6% | $129,207-77.2% | $145,922-79.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 14330.11%-14320.4pp | 9417.33%-9407.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,379 | $5,537-57.0% | $4,153-42.7% | $4,660-49.0% |
| Participant deferral / active EE | $2,588 | $4,987-48.1% | $4,168-37.9% | $6,688-61.3% |
| Admin fee / account holder | $3,788 | $9,954-61.9% | $7,715-50.9% | $13,397-71.7% |