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 | $35,592 | $144,119-75.3% | $117,854-69.8% | $147,584-75.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.23% | 531.15%-518.9pp | 335.08%-322.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $9,260 | $4,896+89.1% | $3,786+144.6% | $4,876+89.9% |
| Participant deferral / active EE | $4,413 | $5,316-17.0% | $4,482-1.5% | $5,439-18.9% |
| Admin fee / account holder | $831 | $10,886-92.4% | $8,020-89.6% | $10,885-92.4% |