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 | $30,780 | $173,345-82.2% | $136,007-77.4% | $145,922-78.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 39.03% | 1163.32%-1124.3pp | 579.32%-540.3pp | 561.29%-522.3pp |
| Employer contribution / active EE | $7,570 | $5,278+43.4% | $4,217+79.5% | $4,660+62.5% |
| Participant deferral / active EE | $12,271 | $8,699+41.1% | $7,025+74.7% | $6,688+83.5% |
| Admin fee / account holder | $2,145 | $9,954-78.5% | $6,858-68.7% | $13,397-84.0% |