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 | $41,864 | $157,256-73.4% | $141,162-70.3% | $152,861-72.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.50% | 64.32%-27.8pp | 71.39%-34.9pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,676 | $5,261-68.1% | $4,735-64.6% | $4,762-64.8% |
| Participant deferral / active EE | $15,522 | $7,109+118.3% | $6,709+131.4% | $5,850+165.3% |
| Admin fee / account holder | $493 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |