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 | $38,835 | $185,822-79.1% | $169,993-77.2% | $139,434-72.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.28% | 60.50%-24.2pp | 53.37%-17.1pp | 372.94%-336.7pp |
| Employer contribution / active EE | $2,946 | $7,590-61.2% | $6,785-56.6% | $4,751-38.0% |
| Participant deferral / active EE | $6,265 | $11,622-46.1% | $10,408-39.8% | $6,710-6.6% |
| Admin fee / account holder | $8,947 | $15,381-41.8% | $12,815-30.2% | $11,403-21.5% |