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 3-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 | $58,100 | $169,032-65.6% | $129,207-55.0% | $145,922-60.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.82% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $15,002 | $5,537+171.0% | $4,153+261.2% | $4,660+222.0% |
| Participant deferral / active EE | $7,829 | $4,987+57.0% | $4,168+87.9% | $6,688+17.1% |
| Admin fee / account holder | $387 | $9,954-96.1% | $7,715-95.0% | $13,397-97.1% |