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 | $30,671 | $185,822-83.5% | $169,993-82.0% | $139,434-78.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.72% | 60.50%-36.8pp | 53.37%-29.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $3,070 | $7,590-59.5% | $6,785-54.8% | $4,751-35.4% |
| Participant deferral / active EE | $3,854 | $11,622-66.8% | $10,408-63.0% | $6,710-42.6% |
| Admin fee / account holder | $326 | $15,381-97.9% | $12,815-97.5% | $11,403-97.1% |