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 | $42,026 | $210,648-80.0% | $177,989-76.4% | $145,922-71.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.97% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,196 | $4,565+13.8% | $3,949+31.6% | $4,660+11.5% |
| Participant deferral / active EE | $8,115 | $6,958+16.6% | $6,276+29.3% | $6,688+21.3% |
| Admin fee / account holder | $310 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |