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 | $35,681 | $107,334-66.8% | $92,893-61.6% | $152,861-76.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.48% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $8,057 | $4,221+90.9% | $3,653+120.6% | $4,762+69.2% |
| Participant deferral / active EE | $8,864 | $4,845+83.0% | $4,236+109.3% | $5,850+51.5% |
| Admin fee / account holder | $828 | $7,079-88.3% | $5,794-85.7% | $11,596-92.9% |