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 3-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 | $38,843 | $214,378-81.9% | $200,582-80.6% | $142,382-72.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,418 | $6,841-6.2% | $6,4190% | $4,299+49.3% |
| Participant deferral / active EE | $11,975 | $9,865+21.4% | $9,331+28.3% | $6,507+84.0% |
| Admin fee / account holder | $2,935 | $17,692-83.4% | $16,305-82.0% | $12,624-76.8% |