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 8-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 | $27,908 | $115,882-75.9% | $100,516-72.2% | $158,922-82.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.93% | 34.79%+0.1pp | 30.89%+4.0pp | 302.83%-267.9pp |
| Employer contribution / active EE | $8,059 | $4,103+96.4% | $3,418+135.8% | $4,761+69.3% |
| Participant deferral / active EE | $2,761 | $6,674-58.6% | $6,270-56.0% | $5,982-53.9% |
| Admin fee / account holder | $935 | $10,995-91.5% | $8,081-88.4% | $11,246-91.7% |