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 | $29,965 | $106,515-71.9% | $96,683-69.0% | $139,434-78.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.44% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,681 | $4,103-34.7% | $3,737-28.3% | $4,751-43.6% |
| Participant deferral / active EE | $9,746 | $5,454+78.7% | $4,878+99.8% | $6,710+45.2% |
| Admin fee / account holder | $9,921 | $7,877+25.9% | $6,730+47.4% | $11,403-13.0% |