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 | $33,126 | $118,849-72.1% | $96,562-65.7% | $167,490-80.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,750 | $3,120-11.8% | $2,356+16.7% | $4,837-43.1% |
| Participant deferral / active EE | $7,105 | $4,616+53.9% | $3,849+84.6% | $6,341+12.1% |
| Admin fee / account holder | $678 | $8,065-91.6% | $6,181-89.0% | $12,309-94.5% |