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 | $33,496 | $202,318-83.4% | $172,739-80.6% | $152,861-78.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.26% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,207 | $5,856-62.3% | $5,143-57.1% | $4,762-53.7% |
| Participant deferral / active EE | $6,478 | $5,948+8.9% | $5,198+24.6% | $5,850+10.7% |
| Admin fee / account holder | $746 | $17,109-95.6% | $13,954-94.7% | $11,596-93.6% |