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 | $39,592 | $176,377-77.6% | $134,143-70.5% | $158,922-75.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 31.06% | 63.63%-32.6pp | 36.33%-5.3pp | 302.83%-271.8pp |
| Employer contribution / active EE | $17,369 | $5,040+244.6% | $3,704+368.9% | $4,761+264.8% |
| Participant deferral / active EE | $483 | $4,091-88.2% | $3,499-86.2% | $5,982-91.9% |
| Admin fee / account holder | $336 | $8,718-96.1% | $6,684-95.0% | $11,246-97.0% |