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 | $37,058 | $117,841-68.6% | $102,423-63.8% | $145,922-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,621 | $3,615+166.1% | $3,023+218.2% | $4,660+106.5% |
| Participant deferral / active EE | $5,089 | $5,731-11.2% | $5,053+0.7% | $6,688-23.9% |
| Admin fee / account holder | $1,887 | $13,326-85.8% | $9,451-80.0% | $13,397-85.9% |