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 | $43,071 | $185,822-76.8% | $169,993-74.7% | $139,434-69.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.06% | 60.50%-37.4pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $5,117 | $7,590-32.6% | $6,785-24.6% | $4,751+7.7% |
| Participant deferral / active EE | $9,183 | $11,622-21.0% | $10,408-11.8% | $6,710+36.9% |
| Admin fee / account holder | $348 | $15,381-97.7% | $12,815-97.3% | $11,403-97.0% |