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 8-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 | $41,538 | $74,888-44.5% | $71,209-41.7% | $142,382-70.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.20% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,905 | $2,854+106.9% | $2,721+117.0% | $4,299+37.4% |
| Participant deferral / active EE | $4,770 | $4,454+7.1% | $4,175+14.2% | $6,507-26.7% |
| Admin fee / account holder | $911 | $5,568-83.6% | $5,349-83.0% | $12,624-92.8% |