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 8-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 | $38,638 | $112,881-65.8% | $90,951-57.5% | $158,922-75.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.36% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,123 | $2,893+42.5% | $2,122+94.3% | $4,761-13.4% |
| Participant deferral / active EE | $7,408 | $4,128+79.5% | $3,373+119.6% | $5,982+23.8% |
| Admin fee / account holder | $307 | $8,041-96.2% | $5,959-94.8% | $11,246-97.3% |