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 | $44,126 | $98,750-55.3% | $149,696-70.5% | $79,858-44.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 36.56% | 27.43%+9.1pp | 276.60%-240.0pp | 31.71%+4.8pp |
| Employer contribution / active EE | $8,079 | $3,216+151.2% | $4,644+74.0% | $2,471+227.0% |
| Participant deferral / active EE | $5,831 | $5,680+2.7% | $6,842-14.8% | $3,740+55.9% |
| Admin fee / account holder | $467 | $6,053-92.3% | $9,309-95.0% | $5,306-91.2% |