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 | $29,226 | $104,907-72.1% | $84,611-65.5% | $152,861-80.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.08% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,044 | $3,302-7.8% | $2,652+14.8% | $4,762-36.1% |
| Participant deferral / active EE | $9,828 | $4,688+109.6% | $3,899+152.1% | $5,850+68.0% |
| Admin fee / account holder | $466 | $6,241-92.5% | $4,912-90.5% | $11,596-96.0% |