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 | $36,060 | $210,648-82.9% | $177,989-79.7% | $145,922-75.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.11% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,171 | $4,565-30.5% | $3,949-19.7% | $4,660-31.9% |
| Participant deferral / active EE | $10,644 | $6,958+53.0% | $6,276+69.6% | $6,688+59.2% |
| Admin fee / account holder | $2,132 | $12,013-82.3% | $10,363-79.4% | $13,397-84.1% |