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 9-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 | $39,530 | $209,411-81.1% | $178,490-77.9% | $158,922-75.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.72% | 188.75%-165.0pp | 151.07%-127.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,129 | $5,706-62.7% | $5,011-57.5% | $4,761-55.3% |
| Participant deferral / active EE | $7,240 | $5,954+21.6% | $5,202+39.2% | $5,982+21.0% |
| Admin fee / account holder | $682 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |