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 6-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 | $30,089 | $109,982-72.6% | $97,226-69.1% | $145,922-79.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.31% | 242.90%-231.6pp | 75.13%-63.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,046 | $3,084+31.2% | $2,729+48.3% | $4,660-13.2% |
| Participant deferral / active EE | $1,917 | $4,676-59.0% | $4,264-55.0% | $6,688-71.3% |
| Admin fee / account holder | $346 | $6,221-94.4% | $5,654-93.9% | $13,397-97.4% |