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 | $40,621 | $114,381-64.5% | $107,525-62.2% | $142,382-71.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 242.71%-229.1pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,181 | $4,015+4.1% | $3,754+11.4% | $4,299-2.7% |
| Participant deferral / active EE | $10,984 | $5,564+97.4% | $5,116+114.7% | $6,507+68.8% |
| Admin fee / account holder | $10,512 | $9,860+6.6% | $8,919+17.9% | $12,624-16.7% |