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 | $40,207 | $183,963-78.1% | $162,163-75.2% | $152,861-73.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.14% | 150.76%-126.6pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,001 | $6,371-68.6% | $5,614-64.4% | $4,762-58.0% |
| Participant deferral / active EE | $4,595 | $8,034-42.8% | $7,298-37.0% | $5,850-21.5% |
| Admin fee / account holder | $27,940 | $13,121+112.9% | $10,843+157.7% | $11,596+140.9% |