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 5-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 | $36,328 | $217,402-83.3% | $185,823-80.5% | $167,490-78.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.39% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,300 | $5,873-77.9% | $5,167-74.8% | $4,837-73.1% |
| Participant deferral / active EE | $14,008 | $6,356+120.4% | $5,568+151.6% | $6,341+120.9% |
| Admin fee / account holder | $342 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |