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 | $34,407 | $102,828-66.5% | $105,387-67.4% | $152,861-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.17% | 20.85%+11.3pp | 26.82%+5.3pp | 345.32%-313.1pp |
| Employer contribution / active EE | $12,354 | $4,473+176.2% | $4,213+193.2% | $4,762+159.4% |
| Participant deferral / active EE | $8,489 | $5,465+55.3% | $5,502+54.3% | $5,850+45.1% |
| Admin fee / account holder | $341 | $8,683-96.1% | $6,559-94.8% | $11,596-97.1% |