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 9-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 | $38,865 | $115,882-66.5% | $100,516-61.3% | $158,922-75.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.61% | 34.79%-13.2pp | 30.89%-9.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,730 | $4,103-57.8% | $3,418-49.4% | $4,761-63.7% |
| Participant deferral / active EE | $4,231 | $6,674-36.6% | $6,270-32.5% | $5,982-29.3% |
| Admin fee / account holder | $1,791 | $10,995-83.7% | $8,081-77.8% | $11,246-84.1% |