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 | $36,518 | $109,327-66.6% | $89,391-59.1% | $158,922-77.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.62% | 345.68%-326.1pp | 245.62%-226.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,822 | $3,170+83.7% | $2,586+125.2% | $4,761+22.3% |
| Participant deferral / active EE | $9,819 | $4,598+113.5% | $3,890+152.4% | $5,982+64.1% |
| Admin fee / account holder | $378 | $6,153-93.9% | $4,881-92.3% | $11,246-96.6% |