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 | $41,816 | $210,648-80.1% | $177,989-76.5% | $145,922-71.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.46% | 385.86%-364.4pp | 294.48%-273.0pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,685 | $4,565+24.5% | $3,949+44.0% | $4,660+22.0% |
| Participant deferral / active EE | $15,305 | $6,958+120.0% | $6,276+143.9% | $6,688+128.8% |
| Admin fee / account holder | $546 | $12,013-95.5% | $10,363-94.7% | $13,397-95.9% |