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 | $38,393 | $197,591-80.6% | $177,821-78.4% | $158,922-75.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.06% | 58.76%-21.7pp | 48.32%-11.3pp | 302.83%-265.8pp |
| Employer contribution / active EE | $9,518 | $6,697+42.1% | $5,918+60.8% | $4,761+99.9% |
| Participant deferral / active EE | $13,584 | $8,405+61.6% | $7,714+76.1% | $5,982+127.1% |
| Admin fee / account holder | $319 | $15,399-97.9% | $12,427-97.4% | $11,246-97.2% |