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 | $42,747 | $177,572-75.9% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.42% | 65.07%-38.7pp | 58.88%-32.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $14,074 | $4,810+192.6% | $4,305+226.9% | $4,299+227.4% |
| Participant deferral / active EE | $8,219 | $6,272+31.0% | $5,540+48.3% | $6,507+26.3% |
| Admin fee / account holder | $46,672 | $16,786+178.0% | $14,329+225.7% | $12,624+269.7% |