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 5-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 | $37,386 | $209,832-82.2% | $189,513-80.3% | $167,490-77.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.08% | 748.27%-729.2pp | 555.15%-536.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,067 | $6,914-70.1% | $6,162-66.5% | $4,837-57.3% |
| Participant deferral / active EE | $16,084 | $8,935+80.0% | $8,221+95.6% | $6,341+153.6% |
| Admin fee / account holder | $4,926 | $14,293-65.5% | $12,045-59.1% | $12,309-60.0% |