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 | $37,008 | $100,773-63.3% | $88,946-58.4% | $142,382-74.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.63% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $934 | $2,918-68.0% | $2,555-63.4% | $4,299-78.3% |
| Participant deferral / active EE | $1,053 | $5,230-79.9% | $4,581-77.0% | $6,507-83.8% |
| Admin fee / account holder | $14,975 | $9,693+54.5% | $8,261+81.3% | $12,624+18.6% |