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 | $33,363 | $198,466-83.2% | $170,442-80.4% | $147,584-77.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.14% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $8,926 | $6,184+44.4% | $5,433+64.3% | $4,876+83.0% |
| Participant deferral / active EE | $6,838 | $5,629+21.5% | $4,939+38.4% | $5,439+25.7% |
| Admin fee / account holder | $915 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |