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 10-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 | $41,239 | $169,032-75.6% | $129,207-68.1% | $145,922-71.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.75% | 14330.11%-14315.4pp | 9417.33%-9402.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,616 | $5,537-70.8% | $4,153-61.1% | $4,660-65.3% |
| Participant deferral / active EE | $860 | $4,987-82.8% | $4,168-79.4% | $6,688-87.1% |
| Admin fee / account holder | $1,333 | $9,954-86.6% | $7,715-82.7% | $13,397-90.0% |