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 4-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 | $19,486 | $175,202-88.9% | $149,673-87.0% | $139,434-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.69% | 166.71%-130.0pp | 134.42%-97.7pp | 372.94%-336.2pp |
| Employer contribution / active EE | $7,247 | $5,474+32.4% | $4,818+50.4% | $4,751+52.5% |
| Participant deferral / active EE | $5,728 | $6,519-12.1% | $5,680+0.8% | $6,710-14.6% |
| Admin fee / account holder | $428 | $16,150-97.3% | $13,210-96.8% | $11,403-96.2% |