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 | $56,362 | $202,432-72.2% | $169,368-66.7% | $139,434-59.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.73% | 531.74%-518.0pp | 405.60%-391.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,830 | $4,692-39.7% | $4,013-29.5% | $4,751-40.4% |
| Participant deferral / active EE | $5,900 | $6,938-15.0% | $6,221-5.2% | $6,710-12.1% |
| Admin fee / account holder | $720 | $10,708-93.3% | $9,003-92.0% | $11,403-93.7% |