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 | $42,125 | $133,922-68.5% | $116,228-63.8% | $142,382-70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.34% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $10,397 | $3,446+201.8% | $2,994+247.2% | $4,299+141.8% |
| Participant deferral / active EE | $2,844 | $5,672-49.9% | $4,953-42.6% | $6,507-56.3% |
| Admin fee / account holder | $3,428 | $14,945-77.1% | $11,989-71.4% | $12,624-72.8% |