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 | $23,494 | $108,919-78.4% | $100,391-76.6% | $145,922-83.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 221.52% | 57.88%+163.6pp | 49.20%+172.3pp | 561.29%-339.8pp |
| Employer contribution / active EE | $3,843 | $4,419-13.0% | $3,942-2.5% | $4,660-17.5% |
| Participant deferral / active EE | $4,298 | $8,445-49.1% | $8,082-46.8% | $6,688-35.7% |
| Admin fee / account holder | $1,509 | $9,689-84.4% | $7,899-80.9% | $13,397-88.7% |