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 6-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 | $37,115 | $169,032-78.0% | $129,207-71.3% | $145,922-74.6% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 13.09% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,968 | $5,537-46.4% | $4,153-28.5% | $4,660-36.3% |
| Participant deferral / active EE | $9,317 | $4,987+86.8% | $4,168+123.6% | $6,688+39.3% |
| Admin fee / account holder | $19,614 | $9,954+97.0% | $7,715+154.2% | $13,397+46.4% |