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 | $33,511 | $169,032-80.2% | $129,207-74.1% | $145,922-77.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.01% | 14330.11%-14320.1pp | 9417.33%-9407.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,428 | $5,537-74.2% | $4,153-65.6% | $4,660-69.4% |
| Participant deferral / active EE | $5,861 | $4,987+17.5% | $4,168+40.6% | $6,688-12.4% |
| Admin fee / account holder | $16,994 | $9,954+70.7% | $7,715+120.3% | $13,397+26.9% |