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 | $29,832 | $114,381-73.9% | $107,525-72.3% | $142,382-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.64% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,279 | $4,015+31.5% | $3,754+40.6% | $4,299+22.8% |
| Participant deferral / active EE | $3,684 | $5,564-33.8% | $5,116-28.0% | $6,507-43.4% |
| Admin fee / account holder | $467 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |