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 3-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 | $18,171 | $202,432-91.0% | $169,368-89.3% | $139,434-87.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.13% | 531.74%-492.6pp | 405.60%-366.5pp | 372.94%-333.8pp |
| Employer contribution / active EE | $3,928 | $4,692-16.3% | $4,013-2.1% | $4,751-17.3% |
| Participant deferral / active EE | $6,742 | $6,938-2.8% | $6,221+8.4% | $6,710+0.5% |
| Admin fee / account holder | $378 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |