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 | $26,013 | $165,335-84.3% | $149,696-82.6% | $158,922-83.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.23% | 348.15%-315.9pp | 276.60%-244.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $4,383 | $5,103-14.1% | $4,644-5.6% | $4,761-7.9% |
| Participant deferral / active EE | $11,062 | $7,181+54.0% | $6,842+61.7% | $5,982+84.9% |
| Admin fee / account holder | $485 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |