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 10-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 | $39,089 | $226,064-82.7% | $182,532-78.6% | $152,861-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.53% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,164 | $4,978-36.4% | $4,076-22.4% | $4,762-33.6% |
| Participant deferral / active EE | $8,074 | $6,368+26.8% | $5,524+46.2% | $5,850+38.0% |
| Admin fee / account holder | $377 | $10,703-96.5% | $8,592-95.6% | $11,596-96.8% |