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 7-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 | $40,357 | $183,519-78.0% | $155,509-74.0% | $145,922-72.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,409 | $5,313-17.0% | $4,672-5.6% | $4,660-5.4% |
| Participant deferral / active EE | $5,511 | $6,462-14.7% | $5,626-2.1% | $6,688-17.6% |
| Admin fee / account holder | $9,935 | $19,313-48.6% | $15,912-37.6% | $13,397-25.8% |