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 | $36,303 | $210,648-82.8% | $177,989-79.6% | $145,922-75.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 32.51% | 385.86%-353.4pp | 294.48%-262.0pp | 561.29%-528.8pp |
| Employer contribution / active EE | $6,807 | $4,565+49.1% | $3,949+72.4% | $4,660+46.1% |
| Participant deferral / active EE | $7,625 | $6,958+9.6% | $6,276+21.5% | $6,688+14.0% |
| Admin fee / account holder | $935 | $12,013-92.2% | $10,363-91.0% | $13,397-93.0% |