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 3-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 | $25,696 | $169,032-84.8% | $129,207-80.1% | $145,922-82.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.98% | 14330.11%-14311.1pp | 9417.33%-9398.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $6,147 | $5,537+11.0% | $4,153+48.0% | $4,660+31.9% |
| Participant deferral / active EE | $7,660 | $4,987+53.6% | $4,168+83.8% | $6,688+14.5% |
| Admin fee / account holder | $4,044 | $9,954-59.4% | $7,715-47.6% | $13,397-69.8% |