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 4-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 | $30,803 | $109,982-72.0% | $97,226-68.3% | $145,922-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.78% | 242.90%-228.1pp | 75.13%-60.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,119 | $3,084-31.3% | $2,729-22.4% | $4,660-54.5% |
| Participant deferral / active EE | $13,500 | $4,676+188.7% | $4,264+216.6% | $6,688+101.9% |
| Admin fee / account holder | $1,024 | $6,221-83.5% | $5,654-81.9% | $13,397-92.4% |