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 6-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 | $36,088 | $209,832-82.8% | $189,513-81.0% | $167,490-78.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.43% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $17,180 | $6,914+148.5% | $6,162+178.8% | $4,837+255.1% |
| Participant deferral / active EE | $9,763 | $8,935+9.3% | $8,221+18.7% | $6,341+54.0% |
| Admin fee / account holder | $3,408 | $14,293-76.2% | $12,045-71.7% | $12,309-72.3% |