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 7-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 | $43,767 | $185,822-76.4% | $169,993-74.3% | $139,434-68.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.33% | 60.50%-35.2pp | 53.37%-28.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,885 | $7,590-75.2% | $6,785-72.2% | $4,751-60.3% |
| Participant deferral / active EE | $10,009 | $11,622-13.9% | $10,408-3.8% | $6,710+49.2% |
| Admin fee / account holder | $968 | $15,381-93.7% | $12,815-92.4% | $11,403-91.5% |