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 | $19,654 | $77,419-74.6% | $69,455-71.7% | $152,861-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 43.81% | 39.06%+4.8pp | 28.97%+14.8pp | 345.32%-301.5pp |
| Employer contribution / active EE | $4,079 | $3,315+23.0% | $2,779+46.8% | $4,762-14.3% |
| Participant deferral / active EE | $8,251 | $4,414+86.9% | $3,535+133.4% | $5,850+41.0% |
| Admin fee / account holder | $1,586 | $6,207-74.5% | $3,839-58.7% | $11,596-86.3% |