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 | $35,154 | $104,974-66.5% | $95,585-63.2% | $142,382-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.36% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $8,507 | $2,779+206.1% | $2,527+236.7% | $4,299+97.9% |
| Participant deferral / active EE | $16,796 | $4,352+285.9% | $4,023+317.5% | $6,507+158.1% |
| Admin fee / account holder | $545 | $6,386-91.5% | $6,127-91.1% | $12,624-95.7% |