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 7-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 | $43,021 | $105,126-59.1% | $94,646-54.5% | $139,434-69.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 32.76% | 38.03%-5.3pp | 156.71%-123.9pp | 372.94%-340.2pp |
| Employer contribution / active EE | $5,255 | $4,106+28.0% | $3,672+43.1% | $4,751+10.6% |
| Participant deferral / active EE | $9,588 | $7,599+26.2% | $7,418+29.3% | $6,710+42.9% |
| Admin fee / account holder | $830 | $8,984-90.8% | $7,231-88.5% | $11,403-92.7% |