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 | $37,458 | $165,984-77.4% | $164,813-77.3% | $145,922-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,026 | $5,273-61.6% | $4,341-53.3% | $4,660-56.5% |
| Participant deferral / active EE | $6,878 | $6,959-1.2% | $6,031+14.0% | $6,688+2.9% |
| Admin fee / account holder | $426 | $16,648-97.4% | $12,690-96.6% | $13,397-96.8% |