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 | $36,599 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,213 | $5,103-37.0% | $4,644-30.8% | $4,761-32.5% |
| Participant deferral / active EE | $8,563 | $7,181+19.2% | $6,842+25.2% | $5,982+43.1% |
| Admin fee / account holder | $312 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |