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 | $33,410 | $121,625-72.5% | $104,607-68.1% | $158,922-79.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.47% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $8,580 | $3,163+171.3% | $2,681+220.1% | $4,761+80.2% |
| Participant deferral / active EE | $7,343 | $4,177+75.8% | $3,740+96.4% | $5,982+22.8% |
| Admin fee / account holder | $343 | $7,787-95.6% | $6,473-94.7% | $11,246-97.0% |