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 10-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 | $37,061 | $110,261-66.4% | $95,745-61.3% | $139,434-73.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.70% | 27.11%-2.4pp | 28.35%-3.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,548 | $3,257-52.5% | $2,835-45.4% | $4,751-67.4% |
| Participant deferral / active EE | $2,353 | $4,676-49.7% | $4,245-44.6% | $6,710-64.9% |
| Admin fee / account holder | $1,571 | $6,613-76.2% | $5,678-72.3% | $11,403-86.2% |