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 | $33,565 | $202,432-83.4% | $169,368-80.2% | $139,434-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.56% | 531.74%-520.2pp | 405.60%-394.0pp | 372.94%-361.4pp |
| Employer contribution / active EE | $667 | $4,692-85.8% | $4,013-83.4% | $4,751-86.0% |
| Participant deferral / active EE | $12,083 | $6,938+74.2% | $6,221+94.2% | $6,710+80.1% |
| Admin fee / account holder | $323 | $10,708-97.0% | $9,003-96.4% | $11,403-97.2% |