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 | $44,782 | $210,648-78.7% | $177,989-74.8% | $145,922-69.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.16% | 385.86%-362.7pp | 294.48%-271.3pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,745 | $4,565-39.9% | $3,949-30.5% | $4,660-41.1% |
| Participant deferral / active EE | $3,876 | $6,958-44.3% | $6,276-38.2% | $6,688-42.0% |
| Admin fee / account holder | $816 | $12,013-93.2% | $10,363-92.1% | $13,397-93.9% |