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 | $42,146 | $124,319-66.1% | $111,297-62.1% | $167,490-74.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 30.96% | 37.44%-6.5pp | 54.65%-23.7pp | 478.56%-447.6pp |
| Employer contribution / active EE | $8,758 | $3,435+154.9% | $2,731+220.7% | $4,837+81.1% |
| Participant deferral / active EE | $5,044 | $5,180-2.6% | $4,487+12.4% | $6,341-20.5% |
| Admin fee / account holder | $472 | $10,618-95.6% | $7,964-94.1% | $12,309-96.2% |