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 | $37,761 | $102,966-63.3% | $90,281-58.2% | $152,861-75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.48% | 95.16%-81.7pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,833 | $3,139-41.6% | $2,854-35.8% | $4,762-61.5% |
| Participant deferral / active EE | $12,921 | $4,281+201.8% | $3,885+232.6% | $5,850+120.9% |
| Admin fee / account holder | $125,415 | $6,171+1932.4% | $5,351+2243.7% | $11,596+981.5% |