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 | $52,480 | $117,841-55.5% | $102,423-48.8% | $145,922-64.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,880 | $3,615+173.3% | $3,023+226.8% | $4,660+112.0% |
| Participant deferral / active EE | $2,344 | $5,731-59.1% | $5,053-53.6% | $6,688-64.9% |
| Admin fee / account holder | $1,119 | $13,326-91.6% | $9,451-88.2% | $13,397-91.6% |