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 | $36,771 | $112,096-67.2% | $95,952-61.7% | $158,922-76.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.84% | 171.09%-146.3pp | 91.61%-66.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,791 | $3,198+18.5% | $2,541+49.2% | $4,761-20.4% |
| Participant deferral / active EE | $4,746 | $4,784-0.8% | $4,167+13.9% | $5,982-20.7% |
| Admin fee / account holder | $11,381 | $10,130+12.3% | $6,795+67.5% | $11,246+1.2% |