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 | $39,077 | $185,200-78.9% | $142,863-72.6% | $167,490-76.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 18.84% | 8555.70%-8536.9pp | 5637.54%-5618.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,527 | $5,604-54.9% | $4,144-39.0% | $4,837-47.8% |
| Participant deferral / active EE | $3,735 | $4,494-16.9% | $3,837-2.7% | $6,341-41.1% |
| Admin fee / account holder | $1,269 | $8,031-84.2% | $6,560-80.7% | $12,309-89.7% |