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 8-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 | $43,183 | $142,405-69.7% | $115,157-62.5% | $152,861-71.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.40% | 41.48%-15.1pp | 35.60%-9.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $9,720 | $4,010+142.4% | $3,179+205.8% | $4,762+104.1% |
| Participant deferral / active EE | $8,176 | $5,164+58.3% | $4,168+96.1% | $5,850+39.8% |
| Admin fee / account holder | $432 | $8,462-94.9% | $7,088-93.9% | $11,596-96.3% |