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 | $39,642 | $93,571-57.6% | $135,903-70.8% | $75,163-47.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.92% | 30.90%0pp | 68.23%-37.3pp | 160.62%-129.7pp |
| Employer contribution / active EE | $4,149 | $3,537+17.3% | $4,856-14.6% | $2,670+55.4% |
| Participant deferral / active EE | $12,028 | $6,404+87.8% | $7,758+55.0% | $4,125+191.6% |
| Admin fee / account holder | $660 | $6,975-90.5% | $10,762-93.9% | $5,651-88.3% |