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 7-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 | $39,658 | $159,602-75.2% | $150,045-73.6% | $142,382-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.13% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,835 | $4,961+98.3% | $4,693+109.6% | $4,299+128.8% |
| Participant deferral / active EE | $11,501 | $8,310+38.4% | $7,997+43.8% | $6,507+76.7% |
| Admin fee / account holder | $2,323 | $14,846-84.4% | $13,435-82.7% | $12,624-81.6% |