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 | $44,354 | $185,822-76.1% | $169,993-73.9% | $139,434-68.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.31% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,177 | $7,590-31.8% | $6,785-23.7% | $4,751+9.0% |
| Participant deferral / active EE | $5,272 | $11,622-54.6% | $10,408-49.3% | $6,710-21.4% |
| Admin fee / account holder | $441 | $15,381-97.1% | $12,815-96.6% | $11,403-96.1% |