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 | $31,235 | $185,822-83.2% | $169,993-81.6% | $139,434-77.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 51.39% | 60.50%-9.1pp | 53.37%-2.0pp | 372.94%-321.6pp |
| Employer contribution / active EE | $6,647 | $7,590-12.4% | $6,785-2.0% | $4,751+39.9% |
| Participant deferral / active EE | $14,292 | $11,622+23.0% | $10,408+37.3% | $6,710+113.0% |
| Admin fee / account holder | $1,845 | $15,381-88.0% | $12,815-85.6% | $11,403-83.8% |